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Avion Wealth’s Belden BDC Stock Holding History

Avion Wealth’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 		$0 Hold
6
– – ﹤0.01% 1442
2026
Q1 		$0 Hold
6
– – ﹤0.01% 1250
2025
Q4 		$0 Hold
6
– – ﹤0.01% 1241
2025
Q3 		$0 Hold
6
– – ﹤0.01% 1209
2025
Q2 		$0 Hold
6
– – ﹤0.01% 1172
2025
Q1 		$0 Buy
+6
New +$665 ﹤0.01% 1025
2024
Q4 		– Sell
-6
Closed – – 1010
2024
Q3 		$0 Hold
6
– – ﹤0.01% 1003
2024
Q2 		$0 Buy
+6
New +$545 ﹤0.01% 915
2023
Q2 		– Sell
-6
Closed – – 721
2023
Q1 		$0 Buy
+6
New +$498 ﹤0.01% 543

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

Avion Wealth's BDC Position: Q2 2026 in Review

Avion Wealth held its Belden (BDC) position steady in Q2 2026 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Avion Wealth first reported a position in BDC in Q1 2023 and has held it in 9 quarters since. 374 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Avion Wealth held 6 shares of Belden worth $0 as of Q2 2026.
  • Avion Wealth left its Belden share count unchanged in Q2 2026.
  • Belden made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1442 holding.
  • Avion Wealth first reported a position in Belden in Q1 2023 and has held it in 9 quarters since.
  • 374 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.