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Bogart Wealth LLC’s Belden BDC Stock Holding History

Bogart Wealth LLC’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 		$1.8K Hold
15
– – ﹤0.01% 1490
2026
Q1 		$1.72K Hold
15
– – ﹤0.01% 1312
2025
Q4 		$1.75K Hold
15
– – ﹤0.01% 1205
2025
Q3 		$1.8K Hold
15
– – ﹤0.01% 1179
2025
Q2 		$1.74K Hold
15
– – ﹤0.01% 1132
2025
Q1 		$1.5K Sell
15
-23
-61% -$2.55K ﹤0.01% 1116
2024
Q4 		$4.28K Buy
+38
New +$4.54K ﹤0.01% 921

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

Bogart Wealth LLC's BDC Position: Q2 2026 in Review

Bogart Wealth LLC held its Belden (BDC) position steady in Q2 2026 at 15 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Bogart Wealth LLC first reported a position in BDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.28K in Q4 2024. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Bogart Wealth LLC held 15 shares of Belden worth $1.8K as of Q2 2026.
  • Bogart Wealth LLC left its Belden share count unchanged in Q2 2026.
  • Belden made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1490 holding.
  • Bogart Wealth LLC first reported a position in Belden in Q4 2024 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Belden position peaked at $4.28K in Q4 2024.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.