CJ
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Caitlin John’s Belden BDC Stock Holding History

Caitlin John’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 		$49K Sell
409
-2,195
-84% -$256K 0.03% 363
2026
Q1 		$299K Sell
2,604
-1,776
-41% -$224K 0.18% 106
2025
Q4 		$510K Buy
+4,380
New +$511K 0.33% 62

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

Caitlin John's BDC Position: Q2 2026 in Review

Caitlin John reduced its Belden (BDC) stake by 84% in Q2 2026, selling an estimated $256K and leaving 409 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #363.

Caitlin John first reported a position in BDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $510K in Q4 2025. 374 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Caitlin John held 409 shares of Belden worth $49K as of Q2 2026.
  • Caitlin John sold 2,195 Belden shares in Q2 2026, an estimated $256K.
  • Belden made up 0.03% of Caitlin John's portfolio in Q2 2026, its #363 holding.
  • Caitlin John first reported a position in Belden in Q4 2025 and has held it in 3 quarters since.
  • Caitlin John's Belden position peaked at $510K in Q4 2025.
  • 374 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.