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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 $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return