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Root Financial Partners’s Belden BDC Stock Holding History

Root Financial Partners’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 		– Sell
-162
Closed -$18.6K – 713
2026
Q1 		$18.6K Buy
162
+29
+22% +$3.65K ﹤0.01% 1355
2025
Q4 		$15.5K Buy
133
+6
+5% +$700 ﹤0.01% 1298
2025
Q3 		$15.3K Buy
+127
New +$16K ﹤0.01% 1254

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

Root Financial Partners's BDC Position: Q2 2026 in Review

Root Financial Partners sold out of Belden (BDC) in Q2 2026, closing a stake of 162 shares — an estimated $18.6K sold.

Root Financial Partners first reported a position in BDC in Q3 2025 and held it in 3 quarters. The position peaked at $18.6K in Q1 2026. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Root Financial Partners reported no remaining Belden position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 162 Belden shares in Q2 2026, an estimated $18.6K.
  • Root Financial Partners first reported a position in Belden in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Belden position peaked at $18.6K in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.