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Edgestream Partners’s Belden BDC Stock Holding History

Edgestream Partners’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
-13,800
Closed -$1.58M – 964
2026
Q1 		$1.58M Buy
13,800
+8,049
+140% +$1.01M 0.05% 549
2025
Q4 		$670K Buy
+5,751
New +$671K 0.02% 767
2025
Q1 		– Sell
-13,794
Closed -$1.55M – 845
2024
Q4 		$1.55M Buy
+13,794
New +$1.65M 0.07% 454
2024
Q3 		– Sell
-2,379
Closed -$223K – 846
2024
Q2 		$223K Buy
+2,379
New +$216K 0.01% 793

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

Edgestream Partners's BDC Position: Q2 2026 in Review

Edgestream Partners sold out of Belden (BDC) in Q2 2026, closing a stake of 13,800 shares — an estimated $1.58M sold.

Edgestream Partners first reported a position in BDC in Q2 2024 and held it in 4 quarters. The position peaked at $1.58M in Q1 2026. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Edgestream Partners reported no remaining Belden position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 13,800 Belden shares in Q2 2026, an estimated $1.58M.
  • Edgestream Partners first reported a position in Belden in Q2 2024 and held it in 4 quarters.
  • Edgestream Partners's Belden position peaked at $1.58M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.