MTC
BDC icon

Matrix Trust Company’s Belden BDC Stock Holding History

Matrix Trust Company’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 		– Sell
-464
Closed -$54K – 187
2025
Q4 		$54K Sell
464
-1,875
-80% -$219K 0.01% 117
2025
Q3 		$281K Sell
2,339
-206
-8% -$25.9K 0.04% 122
2025
Q2 		$295K Buy
2,545
+233
+10% +$24.5K 0.05% 123
2025
Q1 		$232K Buy
2,312
+790
+52% +$87.6K 0.04% 105
2024
Q4 		$171K Buy
1,522
+1,312
+625% +$157K 0.03% 104
2024
Q3 		$25K Buy
+210
New +$21.1K ﹤0.01% 108

Other funds holding BDC

BlackRock
BlackRock New York $5.72T 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

Matrix Trust Company's BDC Position: Q1 2026 in Review

Matrix Trust Company sold out of Belden (BDC) in Q1 2026, closing a stake of 464 shares — an estimated $54K sold.

Matrix Trust Company first reported a position in BDC in Q3 2024 and held it in 6 quarters. The position peaked at $295K in Q2 2025. 382 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

  • Matrix Trust Company reported no remaining Belden position as of Q1 2026 after selling out during the quarter.
  • Matrix Trust Company sold 464 Belden shares in Q1 2026, an estimated $54K.
  • Matrix Trust Company first reported a position in Belden in Q3 2024 and held it in 6 quarters.
  • Matrix Trust Company's Belden position peaked at $295K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Matrix Trust Company's 13F filing for Q1 2026, filed 10 Apr 2026.