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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avion Wealth's BDC Position: Q1 2026 in Review

Avion Wealth held its Belden (BDC) position steady in Q1 2026 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Avion Wealth first reported a position in BDC in Q1 2023 and has held it in 8 quarters since. 382 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

Avion Wealth held 6 shares of Belden worth $0 as of Q1 2026.
Avion Wealth left its Belden share count unchanged in Q1 2026.
Belden made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1250 holding.
Avion Wealth first reported a position in Belden in Q1 2023 and has held it in 8 quarters since.
382 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.