LPL Financial
BDC icon

LPL Financial’s Belden BDC Stock Holding History

LPL Financial’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 		$823K Buy
6,867
+648
+10% +$75.6K ﹤0.01% 4579
2026
Q1 		$714K Buy
6,219
+797
+15% +$100K ﹤0.01% 4452
2025
Q4 		$632K Buy
5,422
+404
+8% +$47.1K ﹤0.01% 4503
2025
Q3 		$604K Buy
5,018
+1,500
+43% +$189K ﹤0.01% 4469
2025
Q2 		$407K Buy
3,518
+585
+20% +$61.5K ﹤0.01% 4542
2025
Q1 		$294K Sell
2,933
-1,873
-39% -$208K ﹤0.01% 4585
2024
Q4 		$541K Buy
4,806
+1,032
+27% +$123K ﹤0.01% 4029
2024
Q3 		$442K Buy
3,774
+710
+23% +$71.2K ﹤0.01% 4109
2024
Q2 		$287K Buy
+3,064
New +$278K ﹤0.01% 4301
2023
Q4 		– Sell
-9,398
Closed -$907K – 4806
2023
Q3 		$907K Buy
9,398
+88
+0.9% +$8.22K ﹤0.01% 2976
2023
Q2 		$891K Buy
9,310
+491
+6% +$42.1K ﹤0.01% 2938
2023
Q1 		$765K Buy
8,819
+437
+5% +$36.2K ﹤0.01% 2971
2022
Q4 		$603K Buy
8,382
+1,034
+14% +$75K ﹤0.01% 3083
2022
Q3 		$441K Buy
+7,348
New +$467K ﹤0.01% 3270
2022
Q1 		– Sell
-3,614
Closed -$238K – 4199
2021
Q4 		$238K Sell
3,614
-114
-3% -$7.15K ﹤0.01% 3864
2021
Q3 		$217K Buy
+3,728
New +$200K ﹤0.01% 3908
2018
Q1 		– Sell
-3,135
Closed -$242K – 3189
2017
Q4 		$242K Sell
3,135
-294
-9% -$24.3K ﹤0.01% 2661
2017
Q3 		$276K Buy
3,429
+615
+22% +$46.5K ﹤0.01% 2432
2017
Q2 		$212K Sell
2,814
-918
-25% -$65.6K ﹤0.01% 2546
2017
Q1 		$251K Buy
3,732
+1,014
+37% +$74.6K ﹤0.01% 2333
2016
Q4 		$209K Buy
+2,718
New +$194K ﹤0.01% 2449
2015
Q2 		– Sell
-5,095
Closed -$469K – 2878
2015
Q1 		$469K Buy
+5,095
New +$439K ﹤0.01% 1893

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

LPL Financial's BDC Position: Q2 2026 in Review

LPL Financial increased its Belden (BDC) stake by 10% in Q2 2026, buying an estimated $75.6K and bringing the position to 6,867 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #4579.

LPL Financial first reported a position in BDC in Q1 2015 and has held it in 22 quarters since. The position peaked at $907K in Q3 2023. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • LPL Financial held 6,867 shares of Belden worth $823K as of Q2 2026.
  • LPL Financial bought 648 Belden shares in Q2 2026, an estimated $75.6K.
  • Belden made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4579 holding.
  • LPL Financial first reported a position in Belden in Q1 2015 and has held it in 22 quarters since.
  • LPL Financial's Belden position peaked at $907K in Q3 2023.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.