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Anderson Financial Strategies’s Belden BDC Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-42
Closed -$4.21K – 56
2025
Q1 		$4.21K Buy
+42
New +$4.66K ﹤0.01% 190

Other funds holding BDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Anderson Financial Strategies's BDC Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Belden (BDC) in Q2 2025, closing a stake of 42 shares — an estimated $4.21K sold.

Anderson Financial Strategies first reported a position in BDC in Q1 2025 and held it in 1 quarter. The position peaked at $4.21K in Q1 2025. 343 funds tracked by Wall St. Rank hold BDC as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Belden position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 42 Belden shares in Q2 2025, an estimated $4.21K.
  • Anderson Financial Strategies first reported a position in Belden in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Belden position peaked at $4.21K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held Belden as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.