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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
Q2 		$533K Sell
4,442
-361
-8% -$42.1K 0.05% 252
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 $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

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

Keebeck Wealth Management reduced its Belden (BDC) stake by 7.5% in Q2 2026, selling an estimated $42.1K and leaving 4,442 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #252.

Keebeck Wealth Management first reported a position in BDC in Q2 2025 and has held it in 5 quarters since. The position peaked at $552K in Q1 2026. 374 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Keebeck Wealth Management held 4,442 shares of Belden worth $533K as of Q2 2026.
  • Keebeck Wealth Management sold 361 Belden shares in Q2 2026, an estimated $42.1K.
  • Belden made up 0.05% of Keebeck Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Keebeck Wealth Management first reported a position in Belden in Q2 2025 and has held it in 5 quarters since.
  • Keebeck Wealth Management's Belden position peaked at $552K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.