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Physician Wealth Advisors’s Belden BDC Stock Holding History

Physician 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
Q2 		$600 Buy
5
+3
+150% +$350 ﹤0.01% 2023
2026
Q1 		$230 Sell
2
-1
-33% -$126 ﹤0.01% 2023
2025
Q4 		$350 Sell
3
-9
-75% -$1.05K ﹤0.01% 1966
2025
Q3 		$1.44K Buy
12
+5
+71% +$629 ﹤0.01% 1368
2025
Q2 		$811 Sell
7
-3
-30% -$315 ﹤0.01% 1550
2025
Q1 		$1K Hold
10
– – ﹤0.01% 1058
2024
Q4 		$1.13K Buy
+10
New +$1.19K ﹤0.01% 918

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

Physician Wealth Advisors's BDC Position: Q2 2026 in Review

Physician Wealth Advisors increased its Belden (BDC) stake by 150% in Q2 2026, buying an estimated $350 and bringing the position to 5 shares worth $600. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Physician Wealth Advisors first reported a position in BDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44K in Q3 2025. 374 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Physician Wealth Advisors held 5 shares of Belden worth $600 as of Q2 2026.
  • Physician Wealth Advisors bought 3 Belden shares in Q2 2026, an estimated $350.
  • Belden made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2023 holding.
  • Physician Wealth Advisors first reported a position in Belden in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Belden position peaked at $1.44K in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.