PWM
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Parkworth Wealth Management’s Belden BDC Stock Holding History

Parkworth Wealth 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
2025
Q2 		$232 Hold
2
– – ﹤0.01% 897
2025
Q1 		$201 Hold
2
– – ﹤0.01% 720
2024
Q4 		$225 Buy
+2
New +$239 ﹤0.01% 721

Other funds holding BDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parkworth Wealth Management's BDC Position: Q2 2025 in Review

Parkworth Wealth Management held its Belden (BDC) position steady in Q2 2025 at 2 shares worth $232. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Parkworth Wealth Management first reported a position in BDC in Q4 2024 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold BDC as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Belden worth $232 as of Q2 2025.
  • Parkworth Wealth Management left its Belden share count unchanged in Q2 2025.
  • Belden made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #897 holding.
  • Parkworth Wealth Management first reported a position in Belden in Q4 2024 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held Belden as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.