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 Q2	–	Sell	-2,420	Closed	-$278K	–	1028
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Wealth's BDC Position: Q2 2026 in Review

Simplicity Wealth sold out of Belden (BDC) in Q2 2026, closing a stake of 2,420 shares — an estimated $278K sold.

Simplicity Wealth first reported a position in BDC in Q4 2025 and held it in 2 quarters. The position peaked at $278K in Q1 2026. 374 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

Simplicity Wealth reported no remaining Belden position as of Q2 2026 after selling out during the quarter.
Simplicity Wealth sold 2,420 Belden shares in Q2 2026, an estimated $278K.
Simplicity Wealth first reported a position in Belden in Q4 2025 and held it in 2 quarters.
Simplicity Wealth's Belden position peaked at $278K in Q1 2026.
374 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.