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Rothschild Investment LLC’s Belden BDC Stock Holding History

Rothschild Investment LLC’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 		$188K Sell
1,565
-33
-2% -$3.85K 0.01% 878
2026
Q1 		$183K Buy
1,598
+10
+0.6% +$1.26K 0.01% 702
2025
Q4 		$185K Sell
1,588
-240
-13% -$28K 0.01% 650
2025
Q3 		$220K Buy
1,828
+233
+15% +$29.3K 0.01% 574
2025
Q2 		$185K Buy
1,595
+25
+2% +$2.63K 0.01% 527
2025
Q1 		$157K Buy
1,570
+20
+1% +$2.22K 0.01% 541
2024
Q4 		$175K Buy
1,550
+5
+0.3% +$597 0.01% 536
2024
Q3 		$181K Buy
1,545
+40
+3% +$4.01K 0.01% 532
2024
Q2 		$141K Hold
1,505
– – 0.01% 557
2024
Q1 		$139K Buy
1,505
+5
+0.3% +$407 0.01% 532
2023
Q4 		$116K Buy
+1,500
New +$111K 0.01% 504

Other funds holding BDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rothschild Investment LLC's BDC Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Belden (BDC) stake by 2.1% in Q2 2026, selling an estimated $3.85K and leaving 1,565 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #878.

Rothschild Investment LLC first reported a position in BDC in Q4 2023 and has held it in 11 quarters since. The position peaked at $220K in Q3 2025. 150 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Rothschild Investment LLC held 1,565 shares of Belden worth $188K as of Q2 2026.
  • Rothschild Investment LLC sold 33 Belden shares in Q2 2026, an estimated $3.85K.
  • Belden made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #878 holding.
  • Rothschild Investment LLC first reported a position in Belden in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Belden position peaked at $220K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.