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 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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marion Wealth Management's BDC Position: Q2 2026 in Review

Marion Wealth Management held its Belden (BDC) position steady in Q2 2026 at 2,500 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #122.

Marion Wealth Management first reported a position in BDC in Q1 2023 and has held it in 14 quarters since. The position peaked at $694K in Q1 2023. 26 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

Marion Wealth Management held 2,500 shares of Belden worth $300K as of Q2 2026.
Marion Wealth Management left its Belden share count unchanged in Q2 2026.
Belden made up 0.06% of Marion Wealth Management's portfolio in Q2 2026, its #122 holding.
Marion Wealth Management first reported a position in Belden in Q1 2023 and has held it in 14 quarters since.
Marion Wealth Management's Belden position peaked at $694K in Q1 2023.
26 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.