Principia Wealth Advisory’s Belden BDC Stock Holding History

Principia Wealth Advisory’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	–	1066
2026 Q1	$230	Buy	+2	New	+$252	﹤0.01%	947

Other funds holding BDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principia Wealth Advisory's BDC Position: Q2 2026 in Review

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

Principia Wealth Advisory first reported a position in BDC in Q1 2026 and held it in 1 quarter. The position peaked at $230 in Q1 2026. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

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

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.