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Rise Advisors’s Belden BDC Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-161
Closed -$19.3K – 244
2025
Q3 		$19.3K Hold
161
– – 0.01% 594
2025
Q2 		$18.6K Hold
161
– – 0.01% 579
2025
Q1 		$16.1K Sell
161
-186
-54% -$20.6K 0.01% 641
2024
Q4 		$39K Buy
347
+1
+0.3% +$119 0.02% 296
2024
Q3 		$40.6K Hold
346
– – 0.02% 294
2024
Q2 		$32.5K Hold
346
– – 0.02% 339
2024
Q1 		$32K Buy
+346
New +$28.2K 0.02% 356

Other funds holding BDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's BDC Position: Q4 2025 in Review

Rise Advisors sold out of Belden (BDC) in Q4 2025, closing a stake of 161 shares — an estimated $19.3K sold.

Rise Advisors first reported a position in BDC in Q1 2024 and held it in 7 quarters. The position peaked at $40.6K in Q3 2024. 359 funds tracked by Wall St. Rank hold BDC as of Q4 2025.

  • Rise Advisors reported no remaining Belden position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 161 Belden shares in Q4 2025, an estimated $19.3K.
  • Rise Advisors first reported a position in Belden in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Belden position peaked at $40.6K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held Belden as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.