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Clearstead Advisors’s Belden BDC Stock Holding History

Clearstead 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 		$9.59K Buy
80
+70
+700% +$8.16K ﹤0.01% 1989
2026
Q1 		$1.15K Sell
10
-520
-98% -$65.5K ﹤0.01% 2017
2025
Q4 		$61.8K Buy
530
+358
+208% +$41.8K ﹤0.01% 1309
2025
Q3 		$20.7K Buy
172
+3
+2% +$378 ﹤0.01% 1631
2025
Q2 		$19.6K Buy
+169
New +$17.8K ﹤0.01% 1632

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

Clearstead Advisors's BDC Position: Q2 2026 in Review

Clearstead Advisors increased its Belden (BDC) stake by 700% in Q2 2026, buying an estimated $8.16K and bringing the position to 80 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Clearstead Advisors first reported a position in BDC in Q2 2025 and has held it in 5 quarters since. The position peaked at $61.8K in Q4 2025. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Clearstead Advisors held 80 shares of Belden worth $9.59K as of Q2 2026.
  • Clearstead Advisors bought 70 Belden shares in Q2 2026, an estimated $8.16K.
  • Belden made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1989 holding.
  • Clearstead Advisors first reported a position in Belden in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Belden position peaked at $61.8K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.