Jones Financial Companies
BDC icon

Jones Financial Companies’s Belden BDC Stock Holding History

Jones Financial Companies’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 		$148K Buy
1,239
+574
+86% +$66.9K ﹤0.01% 2699
2026
Q1 		$75K Buy
665
+366
+122% +$46.1K ﹤0.01% 2787
2025
Q4 		$34.9K Buy
299
+100
+50% +$11.7K ﹤0.01% 2690
2025
Q3 		$24.7K Buy
199
+53
+36% +$6.67K ﹤0.01% 2682
2025
Q2 		$17K Sell
146
-11
-7% -$1.16K ﹤0.01% 2668
2025
Q1 		$15.9K Buy
157
+11
+8% +$1.22K ﹤0.01% 2519
2024
Q4 		$16.5K Hold
146
– – ﹤0.01% 2330
2024
Q3 		$16.9K Buy
146
+106
+265% +$10.6K ﹤0.01% 2019
2024
Q2 		$3.75K Buy
+40
New +$3.63K ﹤0.01% 2012

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

Jones Financial Companies's BDC Position: Q2 2026 in Review

Jones Financial Companies increased its Belden (BDC) stake by 86% in Q2 2026, buying an estimated $66.9K and bringing the position to 1,239 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

Jones Financial Companies first reported a position in BDC in Q2 2024 and has held it in 9 quarters since. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Jones Financial Companies held 1,239 shares of Belden worth $148K as of Q2 2026.
  • Jones Financial Companies bought 574 Belden shares in Q2 2026, an estimated $66.9K.
  • Belden made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2699 holding.
  • Jones Financial Companies first reported a position in Belden in Q2 2024 and has held it in 9 quarters since.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.