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Foster & Motley’s Belden BDC Stock Holding History

Foster & Motley’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 		$4.66M Buy
40,594
+3,357
+9% +$423K 0.24% 104
2025
Q4 		$4.34M Sell
37,237
-177
-0.5% -$20.6K 0.23% 106
2025
Q3 		$4.5M Sell
37,414
-1,075
-3% -$135K 0.24% 103
2025
Q2 		$4.46M Sell
38,489
-1,194
-3% -$126K 0.26% 101
2025
Q1 		$3.98M Sell
39,683
-265
-0.7% -$29.4K 0.25% 98
2024
Q4 		$4.5M Buy
39,948
+1,273
+3% +$152K 0.29% 87
2024
Q3 		$4.53M Buy
38,675
+7,819
+25% +$784K 0.29% 92
2024
Q2 		$2.89M Buy
30,856
+1,163
+4% +$106K 0.2% 120
2024
Q1 		$2.75M Sell
29,693
-68
-0.2% -$5.54K 0.19% 129
2023
Q4 		$2.3M Buy
29,761
+646
+2% +$48K 0.17% 139
2023
Q3 		$2.81M Buy
29,115
+553
+2% +$51.7K 0.23% 117
2023
Q2 		$2.73M Buy
28,562
+1,555
+6% +$133K 0.21% 132
2023
Q1 		$2.34M Buy
27,007
+909
+3% +$75.4K 0.19% 139
2022
Q4 		$1.88M Sell
26,098
-493
-2% -$35.8K 0.16% 157
2022
Q3 		$1.6M Sell
26,591
-218
-0.8% -$13.9K 0.15% 157
2022
Q2 		$1.43M Buy
26,809
+3,515
+15% +$188K 0.13% 161
2022
Q1 		$1.29M Buy
23,294
+9,583
+70% +$552K 0.1% 173
2021
Q4 		$901K Buy
+13,711
New +$860K 0.07% 194

Other funds holding BDC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return