CX Institutional’s Belden BDC Stock Holding History

CX Institutional’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 Q4	–	Sell	-124	Closed	-$15K	–	1522
2025 Q3	$15K	Buy	+124	New	+$15.6K	﹤0.01%	1132

Other funds holding BDC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CX Institutional's BDC Position: Q4 2025 in Review

CX Institutional sold out of Belden (BDC) in Q4 2025, closing a stake of 124 shares — an estimated $15K sold.

CX Institutional first reported a position in BDC in Q3 2025 and held it in 1 quarter. The position peaked at $15K in Q3 2025. 359 funds tracked by Wall St. Rank hold BDC as of Q4 2025.

CX Institutional reported no remaining Belden position as of Q4 2025 after selling out during the quarter.
CX Institutional sold 124 Belden shares in Q4 2025, an estimated $15K.
CX Institutional first reported a position in Belden in Q3 2025 and held it in 1 quarter.
CX Institutional's Belden position peaked at $15K in Q3 2025.
359 funds tracked by Wall St. Rank held Belden as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.