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BDC icon

Covestor’s Belden BDC Stock Holding History

Covestor’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 		$43K Sell
373
-166
-31% -$20.9K 0.03% 789
2025
Q4 		$63K Buy
539
+41
+8% +$4.78K 0.03% 815
2025
Q3 		$60K Sell
498
-228
-31% -$28.7K 0.03% 828
2025
Q2 		$84K Buy
726
+90
+14% +$9.46K 0.05% 645
2025
Q1 		$64K Buy
636
+121
+23% +$13.4K 0.04% 728
2024
Q4 		$58K Sell
515
-350
-40% -$41.8K 0.04% 793
2024
Q3 		$101K Sell
865
-171
-17% -$17.1K 0.06% 508
2024
Q2 		$97K Sell
1,036
-130
-11% -$11.8K 0.06% 500
2024
Q1 		$108K Buy
1,166
+295
+34% +$24K 0.07% 490
2023
Q4 		$67K Buy
871
+265
+44% +$19.7K 0.05% 718
2023
Q3 		$59K Sell
606
-211
-26% -$19.7K 0.04% 685
2023
Q2 		$78K Buy
817
+451
+123% +$38.6K 0.06% 578
2023
Q1 		$32K Buy
366
+3
+0.8% +$249 0.03% 867
2022
Q4 		$26K Sell
363
-132
-27% -$9.58K 0.02% 955
2022
Q3 		$30K Buy
495
+487
+6,088% +$31K 0.03% 892
2022
Q2 		$0 Sell
8
-4
-33% -$214 ﹤0.01% 1908
2022
Q1 		$1K Sell
12
-1
-8% -$58 ﹤0.01% 1735
2021
Q4 		$1K Buy
+13
New +$815 ﹤0.01% 1645

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
T. Rowe Price Associates
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Covestor's BDC Position: Q1 2026 in Review

Covestor reduced its Belden (BDC) stake by 31% in Q1 2026, selling an estimated $20.9K and leaving 373 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #789.

Covestor first reported a position in BDC in Q4 2021 and has held it in 18 quarters since. The position peaked at $108K in Q1 2024. 383 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

  • Covestor held 373 shares of Belden worth $43K as of Q1 2026.
  • Covestor sold 166 Belden shares in Q1 2026, an estimated $20.9K.
  • Belden made up 0.03% of Covestor's portfolio in Q1 2026, its #789 holding.
  • Covestor first reported a position in Belden in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Belden position peaked at $108K in Q1 2024.
  • 383 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.