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Raffa Wealth Management’s Belden BDC Stock Holding History

Raffa Wealth Management’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 		$1.92K Buy
16
+5
+45% +$583 ﹤0.01% 850
2026
Q1 		$1.26K Buy
11
+1
+10% +$126 ﹤0.01% 887
2025
Q4 		$1.17K Hold
10
– – ﹤0.01% 896
2025
Q3 		$1.2K Buy
+10
New +$1.26K ﹤0.01% 846
2015
Q3 		– Sell
-9
Closed -$731 – 845
2015
Q2 		$731 Hold
9
– – ﹤0.01% 492
2015
Q1 		$842 Hold
9
– – ﹤0.01% 442
2014
Q4 		$709 Buy
+9
New +$638 ﹤0.01% 483
2014
Q1 		– Sell
-9
Closed -$709 – 318
2013
Q4 		$709 Buy
+9
New +$609 ﹤0.01% 483

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

Raffa Wealth Management's BDC Position: Q2 2026 in Review

Raffa Wealth Management increased its Belden (BDC) stake by 45% in Q2 2026, buying an estimated $583 and bringing the position to 16 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Raffa Wealth Management first reported a position in BDC in Q4 2013 and has held it in 8 quarters since. 344 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Raffa Wealth Management held 16 shares of Belden worth $1.92K as of Q2 2026.
  • Raffa Wealth Management bought 5 Belden shares in Q2 2026, an estimated $583.
  • Belden made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #850 holding.
  • Raffa Wealth Management first reported a position in Belden in Q4 2013 and has held it in 8 quarters since.
  • 344 funds tracked by Wall St. Rank held Belden as of Q2 2026.

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