CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Belden BDC Stock Holding History

CAPTRUST Financial 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 		$343K Sell
2,857
-138
-5% -$16.1K ﹤0.01% 2479
2026
Q1 		$344K Buy
2,995
+87
+3% +$11K ﹤0.01% 2296
2025
Q4 		$339K Sell
2,908
-104
-3% -$12.1K ﹤0.01% 2155
2025
Q3 		$362K Sell
3,012
-892
-23% -$112K ﹤0.01% 2036
2025
Q2 		$452K Buy
3,904
+142
+4% +$14.9K ﹤0.01% 1793
2025
Q1 		$377K Sell
3,762
-1,082
-22% -$120K ﹤0.01% 1812
2024
Q4 		$545K Sell
4,844
-567
-10% -$67.7K ﹤0.01% 1560
2024
Q3 		$634K Buy
5,411
+1,497
+38% +$150K ﹤0.01% 1455
2024
Q2 		$367K Sell
3,914
-157
-4% -$14.3K ﹤0.01% 1688
2024
Q1 		$377K Sell
4,071
-2,908
-42% -$237K ﹤0.01% 1644
2023
Q4 		$539K Buy
6,979
+141
+2% +$10.5K ﹤0.01% 1687
2023
Q3 		$660K Buy
+6,838
New +$639K ﹤0.01% 1460
2022
Q3 		– Sell
-804
Closed -$43K – 2264
2022
Q2 		$43K Buy
804
+6
+0.8% +$321 ﹤0.01% 2860
2022
Q1 		$44K Buy
798
+122
+18% +$7.02K ﹤0.01% 2869
2021
Q4 		$44K Hold
676
– – ﹤0.01% 2757
2021
Q3 		$39K Buy
676
+55
+9% +$2.95K ﹤0.01% 2742
2021
Q2 		$31K Buy
621
+75
+14% +$3.67K ﹤0.01% 2815
2021
Q1 		$24K Buy
546
+356
+187% +$16.2K ﹤0.01% 2883
2020
Q4 		$8K Buy
190
+40
+27% +$1.48K ﹤0.01% 2653
2020
Q3 		$5K Buy
150
+50
+50% +$1.65K ﹤0.01% 2516
2020
Q2 		$3K Buy
+100
New +$3.33K ﹤0.01% 2494
2019
Q4 		– Sell
-500
Closed -$27K – 1082
2019
Q3 		$27K Hold
500
– – ﹤0.01% 1204
2019
Q2 		$30K Buy
+500
New +$28.7K ﹤0.01% 1150

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

CAPTRUST Financial Advisors's BDC Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Belden (BDC) stake by 4.6% in Q2 2026, selling an estimated $16.1K and leaving 2,857 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

CAPTRUST Financial Advisors first reported a position in BDC in Q2 2019 and has held it in 23 quarters since. The position peaked at $660K in Q3 2023. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • CAPTRUST Financial Advisors held 2,857 shares of Belden worth $343K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 138 Belden shares in Q2 2026, an estimated $16.1K.
  • Belden made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2479 holding.
  • CAPTRUST Financial Advisors first reported a position in Belden in Q2 2019 and has held it in 23 quarters since.
  • CAPTRUST Financial Advisors's Belden position peaked at $660K in Q3 2023.
  • 373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.