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 Q3	$1K	Buy	10 +4	+67%	+$463	﹤0.01%	1155
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Avion Wealth's BDC Position: Q3 2026 in Review

Avion Wealth increased its Belden (BDC) stake by 67% in Q3 2026, buying an estimated $463 and bringing the position to 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Avion Wealth first reported a position in BDC in Q1 2023 and has held it in 10 quarters since. 198 funds tracked by Wall St. Rank hold BDC as of Q3 2026.

Avion Wealth held 10 shares of Belden worth $1K as of Q3 2026.
Avion Wealth bought 4 Belden shares in Q3 2026, an estimated $463.
Belden made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1155 holding.
Avion Wealth first reported a position in Belden in Q1 2023 and has held it in 10 quarters since.
198 funds tracked by Wall St. Rank held Belden as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.