Stephens Consulting’s Belden BDC Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-1	Closed	-$116	–	477
2025 Q2	$116	Sell	1 -14	-93%	-$1.47K	﹤0.01%	1064
2025 Q1	$1.5K	Buy	+15	New	+$1.66K	﹤0.01%	508

Other funds holding BDC

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Stephens Consulting's BDC Position: Q3 2025 in Review

Stephens Consulting sold out of Belden (BDC) in Q3 2025, closing a stake of 1 share — an estimated $116 sold.

Stephens Consulting first reported a position in BDC in Q1 2025 and held it in 2 quarters. The position peaked at $1.5K in Q1 2025. 336 funds tracked by Wall St. Rank hold BDC as of Q3 2025.

Stephens Consulting reported no remaining Belden position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Belden share in Q3 2025, an estimated $116.
Stephens Consulting first reported a position in Belden in Q1 2025 and held it in 2 quarters.
Stephens Consulting's Belden position peaked at $1.5K in Q1 2025.
336 funds tracked by Wall St. Rank held Belden as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.