Simplicity Wealth’s Belden BDC Stock Holding History

Simplicity Wealth’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 Q1	$278K	Buy	2,420 +558	+30%	+$70.3K	0.02%	619
2025 Q4	$217K	Buy	+1,862	New	+$217K	0.01%	654

Other funds holding BDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Wealth's BDC Position: Q1 2026 in Review

Simplicity Wealth increased its Belden (BDC) stake by 30% in Q1 2026, buying an estimated $70.3K and bringing the position to 2,420 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #619.

Simplicity Wealth first reported a position in BDC in Q4 2025 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

Simplicity Wealth held 2,420 shares of Belden worth $278K as of Q1 2026.
Simplicity Wealth bought 558 Belden shares in Q1 2026, an estimated $70.3K.
Belden made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #619 holding.
Simplicity Wealth first reported a position in Belden in Q4 2025 and has held it in 2 quarters since.
382 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.