JWA
BDC icon

JFS Wealth Advisors’s Belden BDC Stock Holding History

JFS Wealth Advisors’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
Q2 		$5.88K Hold
49
– – ﹤0.01% 1223
2026
Q1 		$5.63K Buy
49
+3
+7% +$378 ﹤0.01% 1153
2025
Q4 		$5.36K Buy
46
+13
+39% +$1.52K ﹤0.01% 1214
2025
Q3 		$3.97K Hold
33
– – ﹤0.01% 1210
2025
Q2 		$3.82K Hold
33
– – ﹤0.01% 1179
2025
Q1 		$3.31K Hold
33
– – ﹤0.01% 1284
2024
Q4 		$3.72K Hold
33
– – ﹤0.01% 1233
2024
Q3 		$3.87K Buy
33
+1
+3% +$100 ﹤0.01% 1217
2024
Q2 		$3K Hold
32
– – ﹤0.01% 1274
2024
Q1 		$2.96K Sell
32
-8
-20% -$652 ﹤0.01% 1303
2023
Q4 		$3.09K Sell
40
-3
-7% -$223 ﹤0.01% 1248
2023
Q3 		$4.15K Hold
43
– – ﹤0.01% 1070
2023
Q2 		$4.11K Hold
43
– – ﹤0.01% 1090
2023
Q1 		$3.73K Sell
43
-2
-4% -$166 ﹤0.01% 1115
2022
Q4 		$3.24K Buy
45
+3
+7% +$218 ﹤0.01% 1174
2022
Q3 		$3K Buy
42
+33
+367% +$2.1K ﹤0.01% 1143
2022
Q2 		$0 Sell
9
-25
-74% -$1.34K ﹤0.01% 1739
2022
Q1 		$2K Buy
34
+18
+113% +$1.04K ﹤0.01% 1374
2021
Q4 		$1K Buy
+16
New +$1K ﹤0.01% 1261

Other funds holding BDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's BDC Position: Q2 2026 in Review

JFS Wealth Advisors held its Belden (BDC) position steady in Q2 2026 at 49 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

JFS Wealth Advisors first reported a position in BDC in Q4 2021 and has held it in 19 quarters since. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • JFS Wealth Advisors held 49 shares of Belden worth $5.88K as of Q2 2026.
  • JFS Wealth Advisors left its Belden share count unchanged in Q2 2026.
  • Belden made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1223 holding.
  • JFS Wealth Advisors first reported a position in Belden in Q4 2021 and has held it in 19 quarters since.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.