DWM
BDC icon

Dakota Wealth Management’s Belden BDC Stock Holding History

Dakota Wealth Management’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
-4,407
Closed -$506K – 789
2026
Q1 		$506K Buy
+4,407
New +$555K 0.01% 540
2025
Q3 		– Sell
-2,137
Closed -$247K – 661
2025
Q2 		$247K Buy
2,137
+59
+3% +$6.2K 0.01% 671
2025
Q1 		$208K Sell
2,078
-78
-4% -$8.65K ﹤0.01% 705
2024
Q4 		$243K Buy
2,156
+56
+3% +$6.69K 0.01% 673
2024
Q3 		$246K Buy
+2,100
New +$211K 0.01% 643

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

Dakota Wealth Management's BDC Position: Q2 2026 in Review

Dakota Wealth Management sold out of Belden (BDC) in Q2 2026, closing a stake of 4,407 shares — an estimated $506K sold.

Dakota Wealth Management first reported a position in BDC in Q3 2024 and held it in 5 quarters. The position peaked at $506K in Q1 2026. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Dakota Wealth Management reported no remaining Belden position as of Q2 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 4,407 Belden shares in Q2 2026, an estimated $506K.
  • Dakota Wealth Management first reported a position in Belden in Q3 2024 and held it in 5 quarters.
  • Dakota Wealth Management's Belden position peaked at $506K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

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