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Bay Harbor Wealth Management’s Belden BDC Stock Holding History

Bay Harbor Wealth Management’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 		$959 Sell
8
-1
-11% -$117 ﹤0.01% 882
2026
Q1 		$1.03K Buy
9
+6
+200% +$756 ﹤0.01% 763
2025
Q4 		$349 Sell
3
-1
-25% -$117 ﹤0.01% 981
2025
Q3 		$481 Buy
4
+2
+100% +$252 ﹤0.01% 743
2025
Q2 		$231 Buy
2
+1
+100% +$105 ﹤0.01% 879
2025
Q1 		$100 Buy
+1
New +$111 ﹤0.01% 875

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

Bay Harbor Wealth Management's BDC Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Belden (BDC) stake by 11% in Q2 2026, selling an estimated $117 and leaving 8 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Bay Harbor Wealth Management first reported a position in BDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03K in Q1 2026. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Bay Harbor Wealth Management held 8 shares of Belden worth $959 as of Q2 2026.
  • Bay Harbor Wealth Management sold 1 Belden share in Q2 2026, an estimated $117.
  • Belden made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #882 holding.
  • Bay Harbor Wealth Management first reported a position in Belden in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Belden position peaked at $1.03K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.