Marion Wealth Management’s Belden BDC Stock Holding History

Marion 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	$486K	Buy	4,500 +2,000	+80%	+$232K	0.1%	101
2026 Q2	$300K	Hold	2,500	–	–	0.06%	122
2026 Q1	$287K	Hold	2,500	–	–	0.06%	114
2025 Q4	$288K	Hold	2,500	–	–	0.06%	114
2025 Q3	$301K	Hold	2,500	–	–	0.07%	109
2025 Q2	$290K	Hold	2,500	–	–	0.07%	110
2025 Q1	$251K	Hold	2,500	–	–	0.07%	113
2024 Q4	$282K	Sell	2,500 -1,000	-29%	-$119K	0.07%	112
2024 Q3	$410K	Hold	3,500	–	–	0.11%	98
2024 Q2	$328K	Sell	3,500 -500	-13%	-$45.4K	0.1%	101
2024 Q1	$370K	Hold	4,000	–	–	0.11%	97
2023 Q4	$309K	Hold	4,000	–	–	0.1%	103
2023 Q3	$386K	Hold	4,000	–	–	0.14%	92
2023 Q2	$383K	Sell	4,000 -4,000	-50%	-$343K	0.14%	86
2023 Q1	$694K	Buy	+8,000	New	+$664K	0.26%	71

Other funds holding BDC

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

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

Marion Wealth Management increased its Belden (BDC) stake by 80% in Q3 2026, buying an estimated $232K and bringing the position to 4,500 shares worth $486K. The position accounts for 0.1% of the portfolio, ranked #101.

Marion Wealth Management first reported a position in BDC in Q1 2023 and has held it in 15 quarters since. The position peaked at $694K in Q1 2023. 104 funds tracked by Wall St. Rank hold BDC as of Q3 2026.

Marion Wealth Management held 4,500 shares of Belden worth $486K as of Q3 2026.
Marion Wealth Management bought 2,000 Belden shares in Q3 2026, an estimated $232K.
Belden made up 0.1% of Marion Wealth Management's portfolio in Q3 2026, its #101 holding.
Marion Wealth Management first reported a position in Belden in Q1 2023 and has held it in 15 quarters since.
Marion Wealth Management's Belden position peaked at $694K in Q1 2023.
104 funds tracked by Wall St. Rank held Belden as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.