RWM
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RMG Wealth Management’s Belden BDC Stock Holding History

RMG 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 		$139 Hold
1
– – ﹤0.01% 549
2026
Q1 		$111 Hold
1
– – ﹤0.01% 583
2025
Q4 		$118 Hold
1
– – ﹤0.01% 406
2025
Q3 		$118 Hold
1
– – ﹤0.01% 325
2025
Q2 		$130 Buy
+1
New +$105 ﹤0.01% 315

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

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

RMG Wealth Management held its Belden (BDC) position steady in Q2 2026 at 1 share worth $139. The position accounts for ﹤0.01% of the portfolio, ranked #549.

RMG Wealth Management first reported a position in BDC in Q2 2025 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • RMG Wealth Management held 1 share of Belden worth $139 as of Q2 2026.
  • RMG Wealth Management left its Belden share count unchanged in Q2 2026.
  • Belden made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #549 holding.
  • RMG Wealth Management first reported a position in Belden in Q2 2025 and has held it in 5 quarters since.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

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