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Meramec Financial Planners’s Belden BDC Stock Holding History

Meramec Financial Planners’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 		$36.7K Hold
347
– – 0.01% 259
2026
Q1 		$45.7K Hold
347
– – 0.02% 212
2025
Q4 		$48.5K Buy
+347
New +$40.5K 0.02% 212

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

Meramec Financial Planners's BDC Position: Q2 2026 in Review

Meramec Financial Planners held its Belden (BDC) position steady in Q2 2026 at 347 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #259.

Meramec Financial Planners first reported a position in BDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $48.5K in Q4 2025. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Meramec Financial Planners held 347 shares of Belden worth $36.7K as of Q2 2026.
  • Meramec Financial Planners left its Belden share count unchanged in Q2 2026.
  • Belden made up 0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #259 holding.
  • Meramec Financial Planners first reported a position in Belden in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Belden position peaked at $48.5K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.