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Hemington Wealth Management’s Belden BDC Stock Holding History

Hemington Wealth Management’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
Q3 		$21K Buy
182
+3
+2% +$378 ﹤0.01% 612
2025
Q2 		$20K Buy
179
+27
+18% +$2.84K ﹤0.01% 621
2025
Q1 		$15K Buy
152
+8
+6% +$887 ﹤0.01% 658
2024
Q4 		$16K Buy
144
+13
+10% +$1.55K ﹤0.01% 610
2024
Q3 		$14K Buy
+131
New +$13.1K ﹤0.01% 600

Other funds holding BDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hemington Wealth Management's BDC Position: Q3 2025 in Review

Hemington Wealth Management increased its Belden (BDC) stake by 1.7% in Q3 2025, buying an estimated $378 and bringing the position to 182 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Hemington Wealth Management first reported a position in BDC in Q3 2024 and has held it in 5 quarters since. 336 funds tracked by Wall St. Rank hold BDC as of Q3 2025.

  • Hemington Wealth Management held 182 shares of Belden worth $21K as of Q3 2025.
  • Hemington Wealth Management bought 3 Belden shares in Q3 2025, an estimated $378.
  • Belden made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #612 holding.
  • Hemington Wealth Management first reported a position in Belden in Q3 2024 and has held it in 5 quarters since.
  • 336 funds tracked by Wall St. Rank held Belden as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.