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Johnson Financial Group Inc (Wisconsin)’s Belden BDC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$3.72K Hold
31
– – ﹤0.01% 716
2026
Q1 		$3.56K Hold
31
– – ﹤0.01% 729
2025
Q4 		$3.62K Hold
31
– – ﹤0.01% 744
2025
Q3 		$3.73K Buy
+31
New +$3.9K ﹤0.01% 874
2024
Q1 		– Sell
-247
Closed -$19.1K – 794
2023
Q4 		$19.1K Buy
+247
New +$18.4K ﹤0.01% 562

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BlackRock
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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

Johnson Financial Group Inc (Wisconsin)'s BDC Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Belden (BDC) position steady in Q2 2026 at 31 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Johnson Financial Group Inc (Wisconsin) first reported a position in BDC in Q4 2023 and has held it in 5 quarters since. The position peaked at $19.1K in Q4 2023. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 31 shares of Belden worth $3.72K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its Belden share count unchanged in Q2 2026.
  • Belden made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #716 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Belden in Q4 2023 and has held it in 5 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Belden position peaked at $19.1K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.