EWA
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EverSource Wealth Advisors’s Belden BDC Stock Holding History

EverSource Wealth Advisors’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 		$21.7K Sell
181
-237
-57% -$27.6K ﹤0.01% 2373
2026
Q1 		$48K Buy
418
+83
+25% +$10.5K ﹤0.01% 1916
2025
Q4 		$39K Buy
335
+47
+16% +$5.48K ﹤0.01% 1918
2025
Q3 		$34.6K Hold
288
– – ﹤0.01% 1967
2025
Q2 		$33.4K Buy
288
+165
+134% +$17.3K ﹤0.01% 1905
2025
Q1 		$12.3K Buy
123
+19
+18% +$2.11K ﹤0.01% 1987
2024
Q4 		$11.7K Buy
104
+8
+8% +$955 ﹤0.01% 1904
2024
Q3 		$11.2K Buy
96
+10
+12% +$1K ﹤0.01% 1795
2024
Q2 		$7.97K Buy
86
+3
+4% +$273 ﹤0.01% 1984
2024
Q1 		$6.75K Buy
83
+1
+1% +$81 ﹤0.01% 1894
2023
Q4 		$6.33K Buy
82
+28
+52% +$2.08K ﹤0.01% 1761
2023
Q3 		$5.21K Sell
54
-24
-31% -$2.24K ﹤0.01% 1695
2023
Q2 		$7.46K Buy
78
+31
+66% +$2.65K ﹤0.01% 1568
2023
Q1 		$4.08K Buy
47
+6
+15% +$498 ﹤0.01% 1716
2022
Q4 		$2.95K Hold
41
– – ﹤0.01% 1791
2022
Q3 		$2K Hold
41
– – ﹤0.01% 1628
2022
Q2 		$2K Hold
41
– – ﹤0.01% 1469
2022
Q1 		$2K Hold
41
– – ﹤0.01% 1493
2021
Q4 		$3K Buy
+41
New +$2.57K ﹤0.01% 1394

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

EverSource Wealth Advisors's BDC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Belden (BDC) stake by 57% in Q2 2026, selling an estimated $27.6K and leaving 181 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

EverSource Wealth Advisors first reported a position in BDC in Q4 2021 and has held it in 19 quarters since. The position peaked at $48K in Q1 2026. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • EverSource Wealth Advisors held 181 shares of Belden worth $21.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 237 Belden shares in Q2 2026, an estimated $27.6K.
  • Belden made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2373 holding.
  • EverSource Wealth Advisors first reported a position in Belden in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Belden position peaked at $48K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.