Curio Wealth’s Belden BDC Stock Holding History

Curio Wealth’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	–	Sell	-1	Closed	-$115	–	187
2026 Q1	$115	Buy	+1	New	+$126	﹤0.01%	941

Other funds holding BDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curio Wealth's BDC Position: Q2 2026 in Review

Curio Wealth sold out of Belden (BDC) in Q2 2026, closing a stake of 1 share — an estimated $115 sold.

Curio Wealth first reported a position in BDC in Q1 2026 and held it in 1 quarter. The position peaked at $115 in Q1 2026. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

Curio Wealth reported no remaining Belden position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Belden share in Q2 2026, an estimated $115.
Curio Wealth first reported a position in Belden in Q1 2026 and held it in 1 quarter.
Curio Wealth's Belden position peaked at $115 in Q1 2026.
372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.