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Opal Wealth Advisors’s Belden BDC Stock Holding History

Opal Wealth 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
2026
Q2 		– Sell
-266
Closed -$30.5K – 263
2026
Q1 		$30.5K Buy
+266
New +$33.5K 0.01% 494
2025
Q3 		– Sell
-330
Closed -$38.2K – 232
2025
Q2 		$38.2K Sell
330
-18
-5% -$1.89K 0.01% 422
2025
Q1 		$34.9K Buy
+348
New +$38.6K 0.01% 412
2024
Q3 		– Sell
-295
Closed -$27.7K – 292
2024
Q2 		$27.7K Buy
+295
New +$26.8K 0.01% 438

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

Opal Wealth Advisors's BDC Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Belden (BDC) in Q2 2026, closing a stake of 266 shares — an estimated $30.5K sold.

Opal Wealth Advisors first reported a position in BDC in Q2 2024 and held it in 4 quarters. The position peaked at $38.2K in Q2 2025. 374 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Belden position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 266 Belden shares in Q2 2026, an estimated $30.5K.
  • Opal Wealth Advisors first reported a position in Belden in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Belden position peaked at $38.2K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.