Keebeck Wealth Management
BDC icon

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
Q3 		$472K Sell
4,370
-72
-2% -$8.34K 0.05% 275
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Keebeck Wealth Management's BDC Position: Q3 2026 in Review

Keebeck Wealth Management reduced its Belden (BDC) stake by 1.6% in Q3 2026, selling an estimated $8.34K and leaving 4,370 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #275.

Keebeck Wealth Management first reported a position in BDC in Q2 2025 and has held it in 6 quarters since. The position peaked at $552K in Q1 2026. 299 funds tracked by Wall St. Rank hold BDC as of Q3 2026.

  • Keebeck Wealth Management held 4,370 shares of Belden worth $472K as of Q3 2026.
  • Keebeck Wealth Management sold 72 Belden shares in Q3 2026, an estimated $8.34K.
  • Belden made up 0.05% of Keebeck Wealth Management's portfolio in Q3 2026, its #275 holding.
  • Keebeck Wealth Management first reported a position in Belden in Q2 2025 and has held it in 6 quarters since.
  • Keebeck Wealth Management's Belden position peaked at $552K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Belden as of Q3 2026.

Based on Keebeck Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.