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Evolve Private Wealth’s Belden BDC Stock Holding History

Evolve Private 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 		$237K Sell
1,974
-3,778
-66% -$441K 0.01% 854
2026
Q1 		$661K Buy
5,752
+191
+3% +$24.1K 0.04% 459
2025
Q4 		$648K Buy
+5,561
New +$649K 0.04% 430

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's BDC Position: Q2 2026 in Review

Evolve Private Wealth reduced its Belden (BDC) stake by 66% in Q2 2026, selling an estimated $441K and leaving 1,974 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #854.

Evolve Private Wealth first reported a position in BDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $661K in Q1 2026. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Evolve Private Wealth held 1,974 shares of Belden worth $237K as of Q2 2026.
  • Evolve Private Wealth sold 3,778 Belden shares in Q2 2026, an estimated $441K.
  • Belden made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #854 holding.
  • Evolve Private Wealth first reported a position in Belden in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Belden position peaked at $661K in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.