PWPS
BDC icon

Pinnacle Wealth Planning Services’s Belden BDC Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-2
Closed -$230 – 2758
2026
Q1 		$230 Buy
+2
New +$252 ﹤0.01% 2683

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

Pinnacle Wealth Planning Services's BDC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Belden (BDC) in Q2 2026, closing a stake of 2 shares — an estimated $230 sold.

Pinnacle Wealth Planning Services first reported a position in BDC in Q1 2026 and held it in 1 quarter. The position peaked at $230 in Q1 2026. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Belden position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2 Belden shares in Q2 2026, an estimated $230.
  • Pinnacle Wealth Planning Services first reported a position in Belden in Q1 2026 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Belden position peaked at $230 in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.