Investmark Advisory Group’s Belden BDC Stock Holding History

Investmark Advisory Group’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	$612K	Hold	5,331	–	–	0.26%	70
2025 Q4	$621K	Sell	5,331 -3,000	-36%	-$350K	0.26%	67
2025 Q3	$1M	Hold	8,331	–	–	0.43%	51
2025 Q2	$965K	Hold	8,331	–	–	0.45%	50
2025 Q1	$835K	Sell	8,331 -2,129	-20%	-$236K	0.41%	47
2024 Q4	$1.18M	Hold	10,460	–	–	0.58%	42
2024 Q3	$1.23M	Hold	10,460	–	–	0.59%	42
2024 Q2	$981K	Sell	10,460 -1,093	-9%	-$99.3K	0.52%	44
2024 Q1	$1.07M	Hold	11,553	–	–	0.59%	43
2023 Q4	$892K	Hold	11,553	–	–	0.52%	45
2023 Q3	$1.12M	Buy	11,553 +2,938	+34%	+$274K	0.76%	34
2023 Q2	$824K	Hold	8,615	–	–	0.55%	42
2023 Q1	$748K	Sell	8,615 -2,500	-22%	-$207K	0.55%	40
2022 Q4	$799K	Sell	11,115 -1,000	-8%	-$72.6K	0.59%	41
2022 Q3	$727K	Buy	12,115 +2,094	+21%	+$133K	0.65%	36
2022 Q2	$533K	Hold	10,021	–	–	0.53%	38
2022 Q1	$555K	Sell	10,021 -4,000	-29%	-$230K	0.57%	36
2021 Q4	$921K	Buy	+14,021	New	+$879K	0.86%	23

Other funds holding BDC

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

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

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

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

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

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

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

Investmark Advisory Group's BDC Position: Q1 2026 in Review

Investmark Advisory Group held its Belden (BDC) position steady in Q1 2026 at 5,331 shares worth $612K. The position accounts for 0.26% of the portfolio, ranked #70.

Investmark Advisory Group first reported a position in BDC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.23M in Q3 2024. 382 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

Investmark Advisory Group held 5,331 shares of Belden worth $612K as of Q1 2026.
Investmark Advisory Group left its Belden share count unchanged in Q1 2026.
Belden made up 0.26% of Investmark Advisory Group's portfolio in Q1 2026, its #70 holding.
Investmark Advisory Group first reported a position in Belden in Q4 2021 and has held it in 18 quarters since.
Investmark Advisory Group's Belden position peaked at $1.23M in Q3 2024.
382 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.