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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return