Bell Investment Advisors’s Belden BDC Stock Holding History

Bell Investment Advisors’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	$4.44K	Hold	37	–	–	﹤0.01%	1028
2026 Q1	$4.25K	Hold	37	–	–	﹤0.01%	1031
2025 Q4	$4.31K	Sell	37 -7	-16%	-$817	﹤0.01%	1030
2025 Q3	$5.29K	Sell	44 -30	-41%	-$3.78K	﹤0.01%	909
2025 Q2	$8.57K	Buy	74 +5	+7%	+$526	﹤0.01%	747
2025 Q1	$6.92K	Hold	69	–	–	﹤0.01%	759
2024 Q4	$7.77K	Sell	69 -6	-8%	-$716	﹤0.01%	714
2024 Q3	$8.79K	Hold	75	–	–	﹤0.01%	671
2024 Q2	$7.04K	Buy	75 +9	+14%	+$818	﹤0.01%	762
2024 Q1	$6.11K	Buy	66 +6	+10%	+$489	﹤0.01%	817
2023 Q4	$4.63K	Buy	60 +51	+567%	+$3.79K	﹤0.01%	925
2023 Q3	$869	Sell	9 -6	-40%	-$561	﹤0.01%	1619
2023 Q2	$1.44K	Buy	15 +6	+67%	+$514	﹤0.01%	1453
2023 Q1	$781	Hold	9	–	–	﹤0.01%	1646
2022 Q4	$647	Hold	9	–	–	﹤0.01%	1707
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	1320
2022 Q2	$0	Buy	+9	New	+$482	﹤0.01%	1727
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	1347
2021 Q3	$1K	Buy	+10	New	+$536	﹤0.01%	1278

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

Bell Investment Advisors's BDC Position: Q2 2026 in Review

Bell Investment Advisors held its Belden (BDC) position steady in Q2 2026 at 37 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Bell Investment Advisors first reported a position in BDC in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.79K in Q3 2024. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

Bell Investment Advisors held 37 shares of Belden worth $4.44K as of Q2 2026.
Bell Investment Advisors left its Belden share count unchanged in Q2 2026.
Belden made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1028 holding.
Bell Investment Advisors first reported a position in Belden in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Belden position peaked at $8.79K in Q3 2024.
372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.