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Concourse Financial Group Securities’s Belden BDC Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-452
Closed -$55.2K – 196
2024
Q4 		$55.2K Buy
452
+4
+0.9% +$478 ﹤0.01% 1172
2024
Q3 		$52.5K Sell
448
-4
-0.9% -$401 ﹤0.01% 1169
2024
Q2 		$42.4K Buy
452
+429
+1,865% +$39K ﹤0.01% 1245
2024
Q1 		$2.13K Sell
23
-37
-62% -$3.02K ﹤0.01% 2040
2023
Q4 		$4.64K Sell
60
-2,989
-98% -$222K ﹤0.01% 1861
2023
Q3 		$295K Buy
3,049
+483
+19% +$45.1K 0.02% 524
2023
Q2 		$246K Buy
2,566
+313
+14% +$26.8K 0.02% 586
2023
Q1 		$196K Buy
2,253
+1,701
+308% +$141K 0.02% 648
2022
Q4 		$39.7K Buy
552
+234
+74% +$17K ﹤0.01% 1180
2022
Q3 		$19K Buy
+318
New +$20.2K ﹤0.01% 1318
2022
Q2 		– Sell
-332
Closed -$17.8K – 2186
2022
Q1 		$18K Sell
332
-93
-22% -$5.35K ﹤0.01% 1513
2021
Q4 		$28K Buy
+425
New +$26.7K ﹤0.01% 1516
2020
Q2 		– Sell
-274
Closed -$9.12K – 2083
2020
Q1 		$10K Buy
+274
New +$12.6K ﹤0.01% 1443
2019
Q2 		– Sell
-216
Closed -$12.4K – 2249
2019
Q1 		$11K Buy
216
+91
+73% +$4.99K ﹤0.01% 1470
2018
Q4 		$5K Buy
125
+12
+11% +$653 ﹤0.01% 1635
2018
Q3 		$8K Buy
+113
New +$7.76K ﹤0.01% 1195

Other funds holding BDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Concourse Financial Group Securities's BDC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Belden (BDC) in Q1 2025, closing a stake of 452 shares — an estimated $55.2K sold.

Concourse Financial Group Securities first reported a position in BDC in Q3 2018 and held it in 16 quarters. The position peaked at $295K in Q3 2023. 338 funds tracked by Wall St. Rank hold BDC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Belden position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 452 Belden shares in Q1 2025, an estimated $55.2K.
  • Concourse Financial Group Securities first reported a position in Belden in Q3 2018 and held it in 16 quarters.
  • Concourse Financial Group Securities's Belden position peaked at $295K in Q3 2023.
  • 338 funds tracked by Wall St. Rank held Belden as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.