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Ritholtz Wealth Management’s Belden BDC Stock Holding History

Ritholtz 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 		$535K Sell
4,458
-10
-0.2% -$1.17K 0.01% 832
2026
Q1 		$513K Sell
4,468
-205
-4% -$25.8K 0.01% 779
2025
Q4 		$545K Sell
4,673
-8
-0.2% -$933 0.01% 695
2025
Q3 		$563K Hold
4,681
– – 0.01% 649
2025
Q2 		$542K Sell
4,681
-225
-5% -$23.7K 0.01% 616
2025
Q1 		$492K Sell
4,906
-412
-8% -$45.7K 0.01% 595
2024
Q4 		$599K Sell
5,318
-361
-6% -$43.1K 0.02% 513
2024
Q3 		$665K Buy
5,679
+479
+9% +$48K 0.02% 483
2024
Q2 		$488K Sell
5,200
-446
-8% -$40.5K 0.02% 537
2024
Q1 		$523K Sell
5,646
-4,121
-42% -$336K 0.02% 517
2023
Q4 		$755K Sell
9,767
-6,486
-40% -$482K 0.03% 393
2023
Q3 		$1.57M Sell
16,253
-2,044
-11% -$191K 0.07% 189
2023
Q2 		$1.75M Sell
18,297
-4,597
-20% -$394K 0.08% 164
2023
Q1 		$1.99M Buy
22,894
+15,168
+196% +$1.26M 0.1% 132
2022
Q4 		$556K Buy
7,726
+3,310
+75% +$240K 0.03% 346
2022
Q3 		$265K Buy
+4,416
New +$281K 0.01% 580

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Ritholtz Wealth Management reduced its Belden (BDC) stake by 0.22% in Q2 2026, selling an estimated $1.17K and leaving 4,458 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #832.

Ritholtz Wealth Management first reported a position in BDC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.99M in Q1 2023. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Ritholtz Wealth Management held 4,458 shares of Belden worth $535K as of Q2 2026.
  • Ritholtz Wealth Management sold 10 Belden shares in Q2 2026, an estimated $1.17K.
  • Belden made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #832 holding.
  • Ritholtz Wealth Management first reported a position in Belden in Q3 2022 and has held it in 16 quarters since.
  • Ritholtz Wealth Management's Belden position peaked at $1.99M in Q1 2023.
  • 373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.