Legacy Financial Advisors’s Belden BDC Stock Holding History

Legacy Financial Advisors’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	$387K	Hold	3,226	–	–	0.05%	293
2026 Q1	$370K	Hold	3,226	–	–	0.05%	285
2025 Q4	$376K	Hold	3,226	–	–	0.05%	274
2025 Q3	$388K	Hold	3,226	–	–	0.05%	271
2025 Q2	$374K	Hold	3,226	–	–	0.06%	244
2025 Q1	$323K	Hold	3,226	–	–	0.05%	262
2024 Q4	$363K	Hold	3,226	–	–	0.06%	247
2024 Q3	$378K	Hold	3,226	–	–	0.06%	238
2024 Q2	$303K	Hold	3,226	–	–	0.05%	251
2024 Q1	$299K	Hold	3,226	–	–	0.05%	253
2023 Q4	$249K	Buy	+3,226	New	+$240K	0.05%	257
2019 Q2	–	Sell	-11	Closed	-$1K	–	205
2019 Q1	$1K	Buy	+11	New	+$603	﹤0.01%	949
2018 Q4	–	Sell	-62	Closed	-$4K	–	982
2018 Q3	$4K	Buy	+62	New	+$4.26K	﹤0.01%	718

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Legacy Financial Advisors's BDC Position: Q2 2026 in Review

Legacy Financial Advisors held its Belden (BDC) position steady in Q2 2026 at 3,226 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #293.

Legacy Financial Advisors first reported a position in BDC in Q3 2018 and has held it in 13 quarters since. The position peaked at $388K in Q3 2025. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

Legacy Financial Advisors held 3,226 shares of Belden worth $387K as of Q2 2026.
Legacy Financial Advisors left its Belden share count unchanged in Q2 2026.
Belden made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #293 holding.
Legacy Financial Advisors first reported a position in Belden in Q3 2018 and has held it in 13 quarters since.
Legacy Financial Advisors's Belden position peaked at $388K in Q3 2025.
373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.