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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
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 $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

Opal Wealth Advisors's BDC Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Belden (BDC) in Q1 2026: 266 shares worth $30.5K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in BDC as recently as Q2 2025.

Opal Wealth Advisors first reported a position in BDC in Q2 2024 and has held it in 4 quarters since. The position peaked at $38.2K in Q2 2025. 382 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

  • Opal Wealth Advisors held 266 shares of Belden worth $30.5K as of Q1 2026.
  • Belden was a new Opal Wealth Advisors position in Q1 2026.
  • Belden made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #494 holding.
  • Opal Wealth Advisors first reported a position in Belden in Q2 2024 and has held it in 4 quarters since.
  • Opal Wealth Advisors's Belden position peaked at $38.2K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.