Curi RMB Capital’s Belden BDC Stock Holding History

Curi RMB Capital’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
2025 Q3	–	Sell	-4,000	Closed	-$463K	–	705
2025 Q2	$463K	Hold	4,000	–	–	0.01%	524
2025 Q1	$401K	Sell	4,000 -50	-1%	-$5.54K	0.01%	405
2024 Q4	$456K	Hold	4,050	–	–	0.01%	417
2024 Q3	$474K	Hold	4,050	–	–	0.01%	426
2024 Q2	$380K	Hold	4,050	–	–	0.01%	449
2024 Q1	$375K	Hold	4,050	–	–	0.01%	470
2023 Q4	$313K	Hold	4,050	–	–	0.01%	439
2023 Q3	$391K	Buy	4,050 +50	+1%	+$4.67K	0.01%	397
2023 Q2	$383K	Hold	4,000	–	–	0.01%	403
2023 Q1	$347K	Hold	4,000	–	–	0.01%	407
2022 Q4	$288K	Hold	4,000	–	–	0.01%	422
2022 Q3	$240K	Hold	4,000	–	–	0.01%	431
2022 Q2	$213K	Hold	4,000	–	–	0.01%	449
2022 Q1	$222K	Sell	4,000 -300	-7%	-$17.3K	0.01%	422
2021 Q4	$283K	Hold	4,300	–	–	0.01%	411
2021 Q3	$251K	Hold	4,300	–	–	0.01%	414
2021 Q2	$217K	Sell	4,300 -500	-10%	-$24.4K	0.01%	449
2021 Q1	$213K	Hold	4,800	–	–	0.01%	440
2020 Q4	$201K	Buy	+4,800	New	+$177K	0.01%	548
2020 Q2	–	Sell	-6,500	Closed	-$235K	–	609
2020 Q1	$235K	Sell	6,500 -380	-6%	-$17.4K	0.01%	534
2019 Q4	$378K	Hold	6,880	–	–	0.01%	497
2019 Q3	$367K	Hold	6,880	–	–	0.01%	534
2019 Q2	$410K	Sell	6,880 -1,800	-21%	-$103K	0.01%	584
2019 Q1	$466K	Buy	8,680 +100	+1%	+$5.48K	0.01%	588
2018 Q4	$358K	Sell	8,580 -635	-7%	-$34.6K	0.01%	703
2018 Q3	$658K	Sell	9,215 -800	-8%	-$55K	0.02%	579
2018 Q2	$612K	Buy	10,015 +250	+3%	+$15.3K	0.01%	596
2018 Q1	$673K	Sell	9,765 -456	-4%	-$35K	0.02%	574
2017 Q4	$789K	Sell	10,221 -288	-3%	-$23.8K	0.02%	520
2017 Q3	$846K	Sell	10,509 -6,535	-38%	-$494K	0.02%	449
2017 Q2	$1.29M	Sell	17,044 -190	-1%	-$13.6K	0.04%	419
2017 Q1	$1.19M	Buy	17,234 +60	+0.3%	+$4.41K	0.05%	285
2016 Q4	$1.28M	Sell	17,174 -1,500	-8%	-$107K	0.07%	223
2016 Q3	$1.29M	Sell	18,674 -1,201	-6%	-$83.5K	0.07%	221
2016 Q2	$1.2M	Sell	19,875 -35	-0.2%	-$2.19K	0.06%	223
2016 Q1	$1.22M	Sell	19,910 -3,180	-14%	-$157K	0.08%	206
2015 Q4	$1.1M	Sell	23,090 -1,140	-5%	-$62.7K	0.05%	235
2015 Q3	$1.13M	Buy	24,230 +4,440	+22%	+$262K	0.08%	251
2015 Q2	$1.61M	Buy	19,790 +65	+0.3%	+$5.7K	0.1%	196
2015 Q1	$1.84M	Sell	19,725 -3,980	-17%	-$343K	0.11%	189
2014 Q4	$1.87M	Hold	23,705	–	–	0.11%	189
2014 Q3	$1.52M	Sell	23,705 -105	-0.4%	-$7.6K	0.09%	230
2014 Q2	$1.86M	Sell	23,810 -1,370	-5%	-$101K	0.12%	191
2014 Q1	$1.75M	Sell	25,180 -3,479	-12%	-$242K	0.12%	190
2013 Q4	$2.02M	Sell	28,659 -3,150	-10%	-$213K	0.14%	161
2013 Q3	$2.04M	Buy	31,809 +335	+1%	+$19.6K	0.15%	170
2013 Q2	$1.57M	Buy	+31,474	New	+$1.6M	0.12%	185

Other funds holding BDC

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Curi RMB Capital's BDC Position: Q3 2025 in Review

Curi RMB Capital sold out of Belden (BDC) in Q3 2025, closing a stake of 4,000 shares — an estimated $463K sold.

Curi RMB Capital first reported a position in BDC in Q2 2013 and held it in 47 quarters. The position peaked at $2.04M in Q3 2013. 336 funds tracked by Wall St. Rank hold BDC as of Q3 2025.

Curi RMB Capital reported no remaining Belden position as of Q3 2025 after selling out during the quarter.
Curi RMB Capital sold 4,000 Belden shares in Q3 2025, an estimated $463K.
Curi RMB Capital first reported a position in Belden in Q2 2013 and held it in 47 quarters.
Curi RMB Capital's Belden position peaked at $2.04M in Q3 2013.
336 funds tracked by Wall St. Rank held Belden as of Q3 2025.

Based on Curi RMB Capital's 13F filing for Q3 2025, filed 13 Nov 2025.