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Concord Wealth Partners’s Belden BDC Stock Holding History

Concord Wealth 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
2025
Q2 		– Sell
-12
Closed -$1.2K – 868
2025
Q1 		$1.2K Hold
12
– – ﹤0.01% 719
2024
Q4 		$1.35K Hold
12
– – ﹤0.01% 756
2024
Q3 		$1.41K Buy
+12
New +$1.2K ﹤0.01% 791

Other funds holding BDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concord Wealth Partners's BDC Position: Q2 2025 in Review

Concord Wealth Partners sold out of Belden (BDC) in Q2 2025, closing a stake of 12 shares — an estimated $1.2K sold.

Concord Wealth Partners first reported a position in BDC in Q3 2024 and held it in 3 quarters. The position peaked at $1.41K in Q3 2024. 343 funds tracked by Wall St. Rank hold BDC as of Q2 2025.

  • Concord Wealth Partners reported no remaining Belden position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 12 Belden shares in Q2 2025, an estimated $1.2K.
  • Concord Wealth Partners first reported a position in Belden in Q3 2024 and held it in 3 quarters.
  • Concord Wealth Partners's Belden position peaked at $1.41K in Q3 2024.
  • 343 funds tracked by Wall St. Rank held Belden as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.