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Callan Family Office’s Belden BDC Stock Holding History

Callan Family Office’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 		$1.48M Sell
12,330
-3,183
-21% -$371K 0.03% 481
2026
Q1 		$1.78M Sell
15,513
-160
-1% -$20.2K 0.04% 385
2025
Q4 		$1.83M Buy
+15,673
New +$1.83M 0.04% 375

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

Callan Family Office's BDC Position: Q2 2026 in Review

Callan Family Office reduced its Belden (BDC) stake by 21% in Q2 2026, selling an estimated $371K and leaving 12,330 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #481.

Callan Family Office first reported a position in BDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q4 2025. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Callan Family Office held 12,330 shares of Belden worth $1.48M as of Q2 2026.
  • Callan Family Office sold 3,183 Belden shares in Q2 2026, an estimated $371K.
  • Belden made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #481 holding.
  • Callan Family Office first reported a position in Belden in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's Belden position peaked at $1.83M in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.