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O'Shaughnessy Asset Management’s Belden BDC Stock Holding History

O'Shaughnessy Asset Management’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 		$823K Sell
6,864
-8
-0.1% -$933 ﹤0.01% 1362
2026
Q1 		$789K Sell
6,872
-867
-11% -$109K ﹤0.01% 1303
2025
Q4 		$902K Buy
7,739
+177
+2% +$20.6K 0.01% 1198
2025
Q3 		$909K Buy
7,562
+233
+3% +$29.3K 0.01% 1173
2025
Q2 		$849K Sell
7,329
-316
-4% -$33.2K 0.01% 1126
2025
Q1 		$766K Sell
7,645
-151
-2% -$16.7K 0.01% 1111
2024
Q4 		$878K Buy
7,796
+982
+14% +$117K 0.01% 1012
2024
Q3 		$831K Buy
6,814
+424
+7% +$42.5K 0.01% 983
2024
Q2 		$599K Sell
6,390
-546
-8% -$49.6K 0.01% 1049
2024
Q1 		$642K Sell
6,936
-5,686
-45% -$463K 0.01% 986
2023
Q4 		$975K Sell
12,622
-11,079
-47% -$823K 0.01% 762
2023
Q3 		$2.29M Sell
23,701
-2,323
-9% -$217K 0.03% 453
2023
Q2 		$2.49M Sell
26,024
-5,213
-17% -$447K 0.04% 408
2023
Q1 		$2.71M Buy
31,237
+19,821
+174% +$1.64M 0.04% 391
2022
Q4 		$821K Buy
11,416
+5,228
+84% +$379K 0.01% 653
2022
Q3 		$371K Buy
+6,188
New +$394K 0.01% 845
2021
Q4 		– Sell
-279
Closed -$16K – 1373
2021
Q3 		$16K Buy
+279
New +$15K ﹤0.01% 2015
2020
Q1 		– Sell
-4,654
Closed -$256K – 1337
2019
Q4 		$256K Sell
4,654
-2,987
-39% -$160K 0.01% 554
2019
Q3 		$408K Buy
7,641
+109
+1% +$5.47K 0.01% 400
2019
Q2 		$449K Buy
7,532
+2,060
+38% +$118K 0.01% 390
2019
Q1 		$294K Buy
5,472
+4,154
+315% +$228K 0.01% 475
2018
Q4 		$55K Buy
+1,318
New +$71.7K ﹤0.01% 700

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

O'Shaughnessy Asset Management's BDC Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Belden (BDC) stake by 0.12% in Q2 2026, selling an estimated $933 and leaving 6,864 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

O'Shaughnessy Asset Management first reported a position in BDC in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.71M in Q1 2023. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • O'Shaughnessy Asset Management held 6,864 shares of Belden worth $823K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 8 Belden shares in Q2 2026, an estimated $933.
  • Belden made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1362 holding.
  • O'Shaughnessy Asset Management first reported a position in Belden in Q4 2018 and has held it in 22 quarters since.
  • O'Shaughnessy Asset Management's Belden position peaked at $2.71M in Q1 2023.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.