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Private Client Services’s Belden BDC Stock Holding History

Private Client 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
Q1 		– Sell
-8,983
Closed -$1.05M – 211
2025
Q4 		$1.05M Sell
8,983
-111
-1% -$12.9K 0.33% 60
2025
Q3 		$1.09M Sell
9,094
-946
-9% -$119K 0.37% 57
2025
Q2 		$1.16M Sell
10,040
-4,269
-30% -$449K 0.45% 56
2025
Q1 		$1.43M Buy
+14,309
New +$1.59M 0.71% 39

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

Private Client Services's BDC Position: Q1 2026 in Review

Private Client Services sold out of Belden (BDC) in Q1 2026, closing a stake of 8,983 shares — an estimated $1.05M sold.

Private Client Services first reported a position in BDC in Q1 2025 and held it in 4 quarters. The position peaked at $1.43M in Q1 2025. 386 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

  • Private Client Services reported no remaining Belden position as of Q1 2026 after selling out during the quarter.
  • Private Client Services sold 8,983 Belden shares in Q1 2026, an estimated $1.05M.
  • Private Client Services first reported a position in Belden in Q1 2025 and held it in 4 quarters.
  • Private Client Services's Belden position peaked at $1.43M in Q1 2025.
  • 386 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Private Client Services's 13F filing for Q1 2026, filed 6 Apr 2026.