PFC
BDC icon

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
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
BlackRock New York $5.7T 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