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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
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 $5.72T 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

Physician Wealth Advisors's BDC Position: Q1 2026 in Review

Physician Wealth Advisors reduced its Belden (BDC) stake by 33% in Q1 2026, selling an estimated $126 and leaving 2 shares worth $230. 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 6 quarters since. The position peaked at $1.44K in Q3 2025. 382 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

  • Physician Wealth Advisors held 2 shares of Belden worth $230 as of Q1 2026.
  • Physician Wealth Advisors sold 1 Belden share in Q1 2026, an estimated $126.
  • Belden made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #2023 holding.
  • Physician Wealth Advisors first reported a position in Belden in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Belden position peaked at $1.44K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.