Cerity Partners
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Cerity Partners’s Belden BDC Stock Holding History

Cerity Partners’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 		– Sell
-2,344
Closed -$269K – 3423
2026
Q1 		$269K Sell
2,344
-4,681
-67% -$590K ﹤0.01% 2686
2025
Q4 		$819K Sell
7,025
-2,861
-29% -$334K ﹤0.01% 1814
2025
Q3 		$1.19M Sell
9,886
-808
-8% -$102K ﹤0.01% 1519
2025
Q2 		$1.24M Buy
10,694
+337
+3% +$35.4K ﹤0.01% 1426
2025
Q1 		$1.04M Sell
10,357
-2,009
-16% -$223K ﹤0.01% 1408
2024
Q4 		$1.44M Sell
12,366
-393
-3% -$46.9K ﹤0.01% 1249
2024
Q3 		$1.49M Buy
12,759
+3,120
+32% +$313K ﹤0.01% 1219
2024
Q2 		$904K Sell
9,639
-3,392
-26% -$308K ﹤0.01% 1269
2024
Q1 		$1.21M Buy
+13,031
New +$1.06M ﹤0.01% 1191

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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 $3.38T AUM 44.17% 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

Cerity Partners's BDC Position: Q2 2026 in Review

Cerity Partners sold out of Belden (BDC) in Q2 2026, closing a stake of 2,344 shares — an estimated $269K sold.

Cerity Partners first reported a position in BDC in Q1 2024 and held it in 9 quarters. The position peaked at $1.49M in Q3 2024. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Cerity Partners reported no remaining Belden position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 2,344 Belden shares in Q2 2026, an estimated $269K.
  • Cerity Partners first reported a position in Belden in Q1 2024 and held it in 9 quarters.
  • Cerity Partners's Belden position peaked at $1.49M in Q3 2024.
  • 373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.