Phocas Financial Corp’s Belden BDC Stock Holding History

Phocas Financial Corp’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	$3.51M	Sell	29,285 -14,614	-33%	-$1.7M	0.49%	88
2026 Q1	$5.04M	Sell	43,899 -1,286	-3%	-$162K	0.79%	64
2025 Q4	$5.27M	Sell	45,185 -109	-0.2%	-$12.7K	0.68%	63
2025 Q3	$5.45M	Buy	45,294 +1,040	+2%	+$131K	0.71%	65
2025 Q2	$5.12M	Buy	+44,254	New	+$4.65M	0.74%	62
2020 Q2	–	Sell	-62,165	Closed	-$2.24M	–	193
2020 Q1	$2.24M	Sell	62,165 -5,495	-8%	-$252K	0.45%	94
2019 Q4	$3.72M	Sell	67,660 -16,980	-20%	-$907K	0.45%	93
2019 Q3	$4.51M	Sell	84,640 -66,392	-44%	-$3.33M	0.48%	89
2019 Q2	$9M	Buy	151,032 +77,344	+105%	+$4.44M	0.96%	34
2019 Q1	$3.96M	Sell	73,688 -809	-1%	-$44.3K	0.4%	98
2018 Q4	$3.11M	Sell	74,497 -1,609	-2%	-$87.6K	0.35%	107
2018 Q3	$5.43M	Sell	76,106 -1,434	-2%	-$98.5K	0.48%	94
2018 Q2	$4.74M	Buy	+77,540	New	+$4.75M	0.41%	107

Other funds holding BDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phocas Financial Corp's BDC Position: Q2 2026 in Review

Phocas Financial Corp reduced its Belden (BDC) stake by 33% in Q2 2026, selling an estimated $1.7M and leaving 29,285 shares worth $3.51M. The position accounts for 0.49% of the portfolio, ranked #88.

Phocas Financial Corp first reported a position in BDC in Q2 2018 and has held it in 13 quarters since. The position peaked at $9M in Q2 2019. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

Phocas Financial Corp held 29,285 shares of Belden worth $3.51M as of Q2 2026.
Phocas Financial Corp sold 14,614 Belden shares in Q2 2026, an estimated $1.7M.
Belden made up 0.49% of Phocas Financial Corp's portfolio in Q2 2026, its #88 holding.
Phocas Financial Corp first reported a position in Belden in Q2 2018 and has held it in 13 quarters since.
Phocas Financial Corp's Belden position peaked at $9M in Q2 2019.
373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.