Creative Planning
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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
2017
Q1 		– Sell
-1,000
Closed -$1K – 4650
2016
Q4 		$1K Buy
+1,000
New +$71.2K ﹤0.01% 4397

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

Creative Planning's BDC Position: Q1 2026 in Review

Creative Planning increased its Belden (BDC) stake by 6.9% in Q1 2026, buying an estimated $301K and bringing the position to 37,124 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Creative Planning first reported a position in BDC in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.44M in Q3 2025. 382 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

  • Creative Planning held 37,124 shares of Belden worth $4.26M as of Q1 2026.
  • Creative Planning bought 2,389 Belden shares in Q1 2026, an estimated $301K.
  • Belden made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1324 holding.
  • Creative Planning first reported a position in Belden in Q2 2013 and has held it in 27 quarters since.
  • Creative Planning's Belden position peaked at $4.44M in Q3 2025.
  • 382 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.