LRI Investments’s Belden BDC Stock Holding History

LRI Investments’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	$6.83K	Sell	57 -1	-2%	-$117	﹤0.01%	1073
2026 Q1	$6.66K	Hold	58	–	–	﹤0.01%	1001
2025 Q4	$6.81K	Hold	58	–	–	﹤0.01%	970
2025 Q3	$7.02K	Hold	58	–	–	﹤0.01%	955
2025 Q2	$6.76K	Hold	58	–	–	﹤0.01%	933
2025 Q1	$5.86K	Hold	58	–	–	﹤0.01%	906
2024 Q4	$6.58K	Hold	58	–	–	﹤0.01%	868
2024 Q3	$7K	Hold	58	–	–	﹤0.01%	855
2024 Q2	$5.48K	Buy	+58	New	+$5.27K	﹤0.01%	869

Other funds holding BDC

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

WPC

Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

LRI Investments's BDC Position: Q2 2026 in Review

LRI Investments reduced its Belden (BDC) stake by 1.7% in Q2 2026, selling an estimated $117 and leaving 57 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

LRI Investments first reported a position in BDC in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.02K in Q3 2025. 94 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

LRI Investments held 57 shares of Belden worth $6.83K as of Q2 2026.
LRI Investments sold 1 Belden share in Q2 2026, an estimated $117.
Belden made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1073 holding.
LRI Investments first reported a position in Belden in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Belden position peaked at $7.02K in Q3 2025.
94 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.