AssetMark Inc’s Belden BDC Stock Holding History

AssetMark Inc’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	$2.16K	Sell	18 -13	-42%	-$1.52K	﹤0.01%	2940
2026 Q1	$3.56K	Buy	31 +15	+94%	+$1.89K	﹤0.01%	2686
2025 Q4	$1.86K	Sell	16 -20	-56%	-$2.33K	﹤0.01%	2786
2025 Q3	$4.33K	Buy	36 +9	+33%	+$1.13K	﹤0.01%	2396
2025 Q2	$3.13K	Buy	+27	New	+$2.84K	﹤0.01%	2288
2023 Q4	–	Sell	-51	Closed	-$4.92K	–	1847
2023 Q3	$4.92K	Sell	51 -6	-11%	-$561	﹤0.01%	1393
2023 Q2	$5.45K	Sell	57 -11	-16%	-$942	﹤0.01%	1343
2023 Q1	$5.9K	Buy	+68	New	+$5.64K	﹤0.01%	1311

Other funds holding BDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AssetMark Inc's BDC Position: Q2 2026 in Review

AssetMark Inc reduced its Belden (BDC) stake by 42% in Q2 2026, selling an estimated $1.52K and leaving 18 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2940.

AssetMark Inc first reported a position in BDC in Q1 2023 and has held it in 8 quarters since. The position peaked at $5.9K in Q1 2023. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

AssetMark Inc held 18 shares of Belden worth $2.16K as of Q2 2026.
AssetMark Inc sold 13 Belden shares in Q2 2026, an estimated $1.52K.
Belden made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2940 holding.
AssetMark Inc first reported a position in Belden in Q1 2023 and has held it in 8 quarters since.
AssetMark Inc's Belden position peaked at $5.9K in Q1 2023.
372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.