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Cornerstone Financial Management’s Belden BDC Stock Holding History

Cornerstone Financial Management’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 		$839 Sell
7
-4
-36% -$466 ﹤0.01% 1165
2026
Q1 		$1.26K Buy
11
+4
+57% +$504 ﹤0.01% 887
2025
Q4 		$816 Buy
+7
New +$817 ﹤0.01% 997

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 $3.38T 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

Cornerstone Financial Management's BDC Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Belden (BDC) stake by 36% in Q2 2026, selling an estimated $466 and leaving 7 shares worth $839. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Cornerstone Financial Management first reported a position in BDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26K in Q1 2026. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Cornerstone Financial Management held 7 shares of Belden worth $839 as of Q2 2026.
  • Cornerstone Financial Management sold 4 Belden shares in Q2 2026, an estimated $466.
  • Belden made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1165 holding.
  • Cornerstone Financial Management first reported a position in Belden in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Belden position peaked at $1.26K in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.