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Oak Family Advisors’s Belden BDC Stock Holding History

Oak Family Advisors’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
2025
Q1 		– Sell
-10,300
Closed -$1.16M – 111
2024
Q4 		$1.16M Sell
10,300
-60
-0.6% -$7.16K 0.42% 54
2024
Q3 		$1.21M Sell
10,360
-7,130
-41% -$715K 0.37% 55
2024
Q2 		$1.64M Sell
17,490
-9,137
-34% -$830K 0.56% 44
2024
Q1 		$2.47M Sell
26,627
-345
-1% -$28.1K 0.95% 34
2023
Q4 		$2.08M Buy
26,972
+90
+0.3% +$6.69K 0.88% 39
2023
Q3 		$2.6M Sell
26,882
-175
-0.6% -$16.4K 1.23% 30
2023
Q2 		$2.59M Sell
27,057
-310
-1% -$26.6K 1.23% 27
2023
Q1 		$2.37M Sell
27,367
-4,560
-14% -$378K 1.17% 29
2022
Q4 		$2.3M Sell
31,927
-4,397
-12% -$319K 1.23% 29
2022
Q3 		$2.18M Sell
36,324
-1,608
-4% -$102K 1.17% 27
2022
Q2 		$2.02M Buy
37,932
+13,106
+53% +$702K 1.02% 28
2022
Q1 		$1.38M Buy
24,826
+8,300
+50% +$478K 0.54% 43
2021
Q4 		$1.09M Buy
16,526
+6,205
+60% +$389K 0.41% 53
2021
Q3 		$601K Buy
+10,321
New +$553K 0.22% 68

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Oak Family Advisors's BDC Position: Q1 2025 in Review

Oak Family Advisors sold out of Belden (BDC) in Q1 2025, closing a stake of 10,300 shares — an estimated $1.16M sold.

Oak Family Advisors first reported a position in BDC in Q3 2021 and held it in 14 quarters. The position peaked at $2.6M in Q3 2023. 338 funds tracked by Wall St. Rank hold BDC as of Q1 2025.

  • Oak Family Advisors reported no remaining Belden position as of Q1 2025 after selling out during the quarter.
  • Oak Family Advisors sold 10,300 Belden shares in Q1 2025, an estimated $1.16M.
  • Oak Family Advisors first reported a position in Belden in Q3 2021 and held it in 14 quarters.
  • Oak Family Advisors's Belden position peaked at $2.6M in Q3 2023.
  • 338 funds tracked by Wall St. Rank held Belden as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.