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Keebeck Wealth Management’s Belden BDC Stock Holding History

Keebeck 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
Q1 		$552K Buy
4,803
+438
+10% +$55.2K 0.06% 223
2025
Q4 		$509K Sell
4,365
-7
-0.2% -$817 0.06% 218
2025
Q3 		$526K Buy
4,372
+486
+13% +$61.2K 0.06% 203
2025
Q2 		$450K Buy
+3,886
New +$409K 0.06% 216

Other funds holding BDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keebeck Wealth Management's BDC Position: Q1 2026 in Review

Keebeck Wealth Management increased its Belden (BDC) stake by 10% in Q1 2026, buying an estimated $55.2K and bringing the position to 4,803 shares worth $552K. The position accounts for 0.06% of the portfolio, ranked #223.

Keebeck Wealth Management first reported a position in BDC in Q2 2025 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

  • Keebeck Wealth Management held 4,803 shares of Belden worth $552K as of Q1 2026.
  • Keebeck Wealth Management bought 438 Belden shares in Q1 2026, an estimated $55.2K.
  • Belden made up 0.06% of Keebeck Wealth Management's portfolio in Q1 2026, its #223 holding.
  • Keebeck Wealth Management first reported a position in Belden in Q2 2025 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.