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Mather Group’s Belden BDC Stock Holding History

Mather Group’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 		$17.1K Hold
143
– – ﹤0.01% 1366
2026
Q1 		$16.4K Buy
+143
New +$18K ﹤0.01% 1330
2025
Q4 		– Sell
-143
Closed -$17.2K – 752
2025
Q3 		$17.2K Buy
+143
New +$18K ﹤0.01% 1151
2025
Q2 		– Sell
-143
Closed -$14.3K – 720
2025
Q1 		$14.3K Hold
143
– – ﹤0.01% 1172
2024
Q4 		$16.1K Buy
143
+122
+581% +$14.6K ﹤0.01% 1129
2024
Q3 		$2.46K Hold
21
– – ﹤0.01% 1437
2024
Q2 		$1.95K Buy
+21
New +$1.91K ﹤0.01% 1897

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

Mather Group's BDC Position: Q2 2026 in Review

Mather Group held its Belden (BDC) position steady in Q2 2026 at 143 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Mather Group first reported a position in BDC in Q2 2024 and has held it in 7 quarters since. The position peaked at $17.2K in Q3 2025. 374 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Mather Group held 143 shares of Belden worth $17.1K as of Q2 2026.
  • Mather Group left its Belden share count unchanged in Q2 2026.
  • Belden made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1366 holding.
  • Mather Group first reported a position in Belden in Q2 2024 and has held it in 7 quarters since.
  • Mather Group's Belden position peaked at $17.2K in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.