Kestra Advisory Services’s Belden BDC Stock Holding History

Kestra Advisory Services’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	–	Sell	-1,084	Closed	-$126K	–	3234
2025 Q4	$126K	Buy	+1,084	New	+$126K	﹤0.01%	3247

Other funds holding BDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Advisory Services's BDC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Belden (BDC) in Q1 2026, closing a stake of 1,084 shares — an estimated $126K sold.

Kestra Advisory Services first reported a position in BDC in Q4 2025 and held it in 1 quarter. The position peaked at $126K in Q4 2025. 386 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

Kestra Advisory Services reported no remaining Belden position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,084 Belden shares in Q1 2026, an estimated $126K.
Kestra Advisory Services first reported a position in Belden in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Belden position peaked at $126K in Q4 2025.
386 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.