Counterpoint Mutual Funds’s Belden BDC Stock Holding History

Counterpoint Mutual Funds’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 Q1	–	Sell	-2,628	Closed	-$306K	–	316
2025 Q4	$306K	Buy	+2,628	New	+$307K	0.02%	230
2025 Q3	–	Sell	-2,692	Closed	-$312K	–	342
2025 Q2	$312K	Sell	2,692 -4,717	-64%	-$496K	0.03%	276
2025 Q1	$743K	Buy	7,409 +4,608	+165%	+$511K	0.11%	96
2024 Q4	$315K	Buy	+2,801	New	+$334K	0.04%	211
2023 Q3	–	Sell	-1,006	Closed	-$96.2K	–	310
2023 Q2	$96.2K	Buy	+1,006	New	+$86.2K	0.09%	257
2023 Q1	–	Sell	-3,660	Closed	-$263K	–	344
2022 Q4	$263K	Buy	3,660 +1,592	+77%	+$116K	0.28%	18
2022 Q3	$124K	Buy	+2,068	New	+$132K	0.3%	92

Other funds holding BDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Counterpoint Mutual Funds's BDC Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Belden (BDC) in Q1 2026, closing a stake of 2,628 shares — an estimated $306K sold.

Counterpoint Mutual Funds first reported a position in BDC in Q3 2022 and held it in 7 quarters. The position peaked at $743K in Q1 2025. 382 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

Counterpoint Mutual Funds reported no remaining Belden position as of Q1 2026 after selling out during the quarter.
Counterpoint Mutual Funds sold 2,628 Belden shares in Q1 2026, an estimated $306K.
Counterpoint Mutual Funds first reported a position in Belden in Q3 2022 and held it in 7 quarters.
Counterpoint Mutual Funds's Belden position peaked at $743K in Q1 2025.
382 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.