AF
BDC icon

Allworth Financial’s Belden BDC Stock Holding History

Allworth Financial’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.5K Sell
288
-19
-6% -$2.22K ﹤0.01% 2783
2026
Q1 		$35.3K Buy
307
+4
+1% +$504 ﹤0.01% 2586
2025
Q4 		$35.3K Buy
303
+29
+11% +$3.38K ﹤0.01% 2433
2025
Q3 		$33K Buy
274
+4
+1% +$504 ﹤0.01% 2393
2025
Q2 		$31.3K Hold
270
– – ﹤0.01% 2230
2025
Q1 		$27.4K Buy
270
+24
+10% +$2.66K ﹤0.01% 1885
2024
Q4 		$30K Hold
246
– – ﹤0.01% 1844
2024
Q3 		$28.8K Sell
246
-258
-51% -$25.9K ﹤0.01% 1684
2024
Q2 		$46.3K Buy
504
+237
+89% +$21.5K ﹤0.01% 1417
2024
Q1 		$24.7K Sell
267
-17
-6% -$1.39K ﹤0.01% 1651
2023
Q4 		$21.9K Buy
284
+25
+10% +$1.86K ﹤0.01% 1593
2023
Q3 		$25K Buy
259
+23
+10% +$2.15K ﹤0.01% 1392
2023
Q2 		$22.6K Hold
236
– – ﹤0.01% 1467
2023
Q1 		$20.5K Hold
236
– – ﹤0.01% 1438
2022
Q4 		$17K Hold
236
– – ﹤0.01% 1443
2022
Q3 		$14K Sell
236
-2
-0.8% -$127 ﹤0.01% 1432
2022
Q2 		$13K Buy
+238
New +$12.7K ﹤0.01% 1425
2020
Q1 		– Sell
-761
Closed -$42K – 1227
2019
Q4 		$42K Hold
761
– – ﹤0.01% 388
2019
Q3 		$41K Buy
+761
New +$38.2K ﹤0.01% 353

Other funds holding BDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's BDC Position: Q2 2026 in Review

Allworth Financial reduced its Belden (BDC) stake by 6.2% in Q2 2026, selling an estimated $2.22K and leaving 288 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

Allworth Financial first reported a position in BDC in Q3 2019 and has held it in 19 quarters since. The position peaked at $46.3K in Q2 2024. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Allworth Financial held 288 shares of Belden worth $34.5K as of Q2 2026.
  • Allworth Financial sold 19 Belden shares in Q2 2026, an estimated $2.22K.
  • Belden made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2783 holding.
  • Allworth Financial first reported a position in Belden in Q3 2019 and has held it in 19 quarters since.
  • Allworth Financial's Belden position peaked at $46.3K in Q2 2024.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.