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F/M Investments’s Belden BDC Stock Holding History

F/M Investments’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
Q1 		– Sell
-48,810
Closed -$5.69M – 346
2025
Q4 		$5.69M Sell
48,810
-1,328
-3% -$155K 0.22% 112
2025
Q3 		$6.03M Sell
50,138
-340
-0.7% -$42.8K 0.23% 99
2025
Q2 		$5.85M Buy
50,478
+207
+0.4% +$21.8K 0.21% 98
2025
Q1 		$5.04M Buy
50,271
+629
+1% +$69.8K 0.2% 105
2024
Q4 		$5.59M Sell
49,642
-88,391
-64% -$10.6M 0.21% 105
2024
Q3 		$16.2M Buy
138,033
+3,070
+2% +$308K 0.51% 45
2024
Q2 		$12.7M Buy
+134,963
New +$12.3M 0.46% 58

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

F/M Investments's BDC Position: Q1 2026 in Review

F/M Investments sold out of Belden (BDC) in Q1 2026, closing a stake of 48,810 shares — an estimated $5.69M sold.

F/M Investments first reported a position in BDC in Q2 2024 and held it in 7 quarters. The position peaked at $16.2M in Q3 2024. 386 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

  • F/M Investments reported no remaining Belden position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 48,810 Belden shares in Q1 2026, an estimated $5.69M.
  • F/M Investments first reported a position in Belden in Q2 2024 and held it in 7 quarters.
  • F/M Investments's Belden position peaked at $16.2M in Q3 2024.
  • 386 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.