Fourth Dimension Wealth’s Belden BDC Stock Holding History

Fourth Dimension 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
2025 Q2	–	Sell	-1,170	Closed	-$117K	–	605
2025 Q1	$117K	Buy	+1,170	New	+$130K	0.06%	150

Other funds holding BDC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fourth Dimension Wealth's BDC Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of Belden (BDC) in Q2 2025, closing a stake of 1,170 shares — an estimated $117K sold.

Fourth Dimension Wealth first reported a position in BDC in Q1 2025 and held it in 1 quarter. The position peaked at $117K in Q1 2025. 343 funds tracked by Wall St. Rank hold BDC as of Q2 2025.

Fourth Dimension Wealth reported no remaining Belden position as of Q2 2025 after selling out during the quarter.
Fourth Dimension Wealth sold 1,170 Belden shares in Q2 2025, an estimated $117K.
Fourth Dimension Wealth first reported a position in Belden in Q1 2025 and held it in 1 quarter.
Fourth Dimension Wealth's Belden position peaked at $117K in Q1 2025.
343 funds tracked by Wall St. Rank held Belden as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.