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Planning Strategies’s Belden BDC Stock Holding History

Planning Strategies’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 		$240 Buy
+2
New +$233 ﹤0.01% 970

Other funds holding BDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Planning Strategies's BDC Position: Q2 2026 in Review

Planning Strategies opened a new position in Belden (BDC) in Q2 2026: 2 shares worth $240. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings.

344 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Planning Strategies held 2 shares of Belden worth $240 as of Q2 2026.
  • Belden was a new Planning Strategies position in Q2 2026.
  • Belden made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #970 holding.
  • 344 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.