Creative Planning
BDC icon

Creative Planning’s Belden BDC Stock Holding History

Creative Planning’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 		$3.34M Sell
27,844
-9,280
-25% -$1.08M ﹤0.01% 1700
2026
Q1 		$4.26M Buy
37,124
+2,389
+7% +$301K ﹤0.01% 1324
2025
Q4 		$4.05M Sell
34,735
-2,155
-6% -$251K ﹤0.01% 1157
2025
Q3 		$4.44M Buy
36,890
+6,396
+21% +$805K ﹤0.01% 957
2025
Q2 		$3.53M Buy
30,494
+5,742
+23% +$604K ﹤0.01% 939
2025
Q1 		$2.48M Buy
24,752
+1,780
+8% +$197K ﹤0.01% 1044
2024
Q4 		$2.59M Buy
22,972
+3,031
+15% +$362K ﹤0.01% 980
2024
Q3 		$2.34M Buy
19,941
+5,705
+40% +$572K ﹤0.01% 983
2024
Q2 		$1.34M Buy
14,236
+2,117
+17% +$192K ﹤0.01% 1217
2024
Q1 		$1.12M Buy
12,119
+6,552
+118% +$534K ﹤0.01% 1266
2023
Q4 		$430K Buy
5,567
+2,780
+100% +$207K ﹤0.01% 1807
2023
Q3 		$269K Buy
+2,787
New +$260K ﹤0.01% 2030
2017
Q3 		– Sell
-164
Closed -$12K – 2058
2017
Q2 		$12K Sell
164
-44
-21% -$3.15K ﹤0.01% 3497
2017
Q1 		$14K Buy
208
+75
+56% +$5.51K ﹤0.01% 3363
2016
Q4 		$10K Sell
133
-92
-41% -$6.55K ﹤0.01% 3538
2016
Q3 		$16K Buy
225
+125
+125% +$8.69K ﹤0.01% 3193
2016
Q2 		$6K Hold
100
– – ﹤0.01% 3523
2016
Q1 		$6K Hold
100
– – ﹤0.01% 3477
2015
Q4 		$5K Hold
100
– – ﹤0.01% 3649
2015
Q3 		$5K Buy
+100
New +$5.89K ﹤0.01% 3581
2015
Q2 		– Sell
-100
Closed -$9K – 1275
2015
Q1 		$9K Hold
100
– – ﹤0.01% 3238
2014
Q4 		$8K Hold
100
– – ﹤0.01% 3220
2014
Q3 		$6K Hold
100
– – ﹤0.01% 3180
2014
Q2 		$8K Hold
100
– – ﹤0.01% 2979
2014
Q1 		$7K Hold
100
– – ﹤0.01% 2907
2013
Q4 		$7K Hold
100
– – ﹤0.01% 2706
2013
Q3 		$6K Hold
100
– – ﹤0.01% 2652
2013
Q2 		$5K Buy
+100
New +$5.07K ﹤0.01% 2529

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 $3.37T AUM 44.26% 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

Creative Planning's BDC Position: Q2 2026 in Review

Creative Planning reduced its Belden (BDC) stake by 25% in Q2 2026, selling an estimated $1.08M and leaving 27,844 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Creative Planning first reported a position in BDC in Q2 2013 and has held it in 28 quarters since. The position peaked at $4.44M in Q3 2025. 374 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Creative Planning held 27,844 shares of Belden worth $3.34M as of Q2 2026.
  • Creative Planning sold 9,280 Belden shares in Q2 2026, an estimated $1.08M.
  • Belden made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1700 holding.
  • Creative Planning first reported a position in Belden in Q2 2013 and has held it in 28 quarters since.
  • Creative Planning's Belden position peaked at $4.44M in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.