JWM
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JPL Wealth Management’s Belden BDC Stock Holding History

JPL 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
2026
Q2 		$2.16K Buy
18
+10
+125% +$1.17K ﹤0.01% 1050
2026
Q1 		$919 Buy
+8
New +$1.01K ﹤0.01% 1244
2025
Q4 		– Sell
-8
Closed -$963 – 223
2025
Q3 		$963 Buy
+8
New +$1.01K ﹤0.01% 992

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

JPL Wealth Management's BDC Position: Q2 2026 in Review

JPL Wealth Management increased its Belden (BDC) stake by 125% in Q2 2026, buying an estimated $1.17K and bringing the position to 18 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

JPL Wealth Management first reported a position in BDC in Q3 2025 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • JPL Wealth Management held 18 shares of Belden worth $2.16K as of Q2 2026.
  • JPL Wealth Management bought 10 Belden shares in Q2 2026, an estimated $1.17K.
  • Belden made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1050 holding.
  • JPL Wealth Management first reported a position in Belden in Q3 2025 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.