Private Wealth Management Group’s Belden BDC Stock Holding History

Private Wealth Management Group’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	$1.32K	Hold	11	–	–	﹤0.01%	1246
2026 Q1	$1.26K	Hold	11	–	–	﹤0.01%	1195
2025 Q4	$1.28K	Hold	11	–	–	﹤0.01%	1206
2025 Q3	$1.32K	Hold	11	–	–	﹤0.01%	1213
2025 Q2	$1.27K	Sell	11 -15	-58%	-$1.58K	﹤0.01%	1203
2025 Q1	$2.61K	Buy	26 +2	+8%	+$222	﹤0.01%	968
2024 Q4	$2.7K	Buy	24 +13	+118%	+$1.55K	﹤0.01%	979
2024 Q3	$1.29K	Hold	11	–	–	﹤0.01%	1211
2024 Q2	$1.03K	Hold	11	–	–	﹤0.01%	1279
2024 Q1	$1.02K	Hold	11	–	–	﹤0.01%	1260
2023 Q4	$850	Buy	+11	New	+$817	﹤0.01%	1337

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

Private Wealth Management Group's BDC Position: Q2 2026 in Review

Private Wealth Management Group held its Belden (BDC) position steady in Q2 2026 at 11 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Private Wealth Management Group first reported a position in BDC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.7K in Q4 2024. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

Private Wealth Management Group held 11 shares of Belden worth $1.32K as of Q2 2026.
Private Wealth Management Group left its Belden share count unchanged in Q2 2026.
Belden made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1246 holding.
Private Wealth Management Group first reported a position in Belden in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Belden position peaked at $2.7K in Q4 2024.
372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.