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BFC Planning, Inc.’s Belden BDC Stock Holding History

BFC Planning, Inc.’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
Q3 		$1.3K Hold
12
– – ﹤0.01% 3112
2026
Q2 		$1.44K Hold
12
– – ﹤0.01% 3063
2026
Q1 		$1.38K Hold
12
– – ﹤0.01% 2683
2025
Q4 		$1.4K Hold
12
– – ﹤0.01% 2717
2025
Q3 		$1.44K Buy
+12
New +$1.51K ﹤0.01% 2560

Other funds holding BDC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

BFC Planning, Inc.'s BDC Position: Q3 2026 in Review

BFC Planning, Inc. held its Belden (BDC) position steady in Q3 2026 at 12 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3112.

BFC Planning, Inc. first reported a position in BDC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.44K in Q3 2025. 299 funds tracked by Wall St. Rank hold BDC as of Q3 2026.

  • BFC Planning, Inc. held 12 shares of Belden worth $1.3K as of Q3 2026.
  • BFC Planning, Inc. left its Belden share count unchanged in Q3 2026.
  • Belden made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3112 holding.
  • BFC Planning, Inc. first reported a position in Belden in Q3 2025 and has held it in 5 quarters since.
  • BFC Planning, Inc.'s Belden position peaked at $1.44K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Belden as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.