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Steward Financial Group’s Belden BDC Stock Holding History

Steward Financial Group’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
2023
Q3 		$4K Buy
+43
New +$4.02K ﹤0.01% 685
2023
Q2 		– Sell
-42
Closed -$3K – 505
2023
Q1 		$3K Buy
42
+20
+91% +$1.66K ﹤0.01% 392
2022
Q4 		$1K Buy
+22
New +$1.6K ﹤0.01% 389
2022
Q3 		– Sell
-25
Closed -$1K – 199
2022
Q2 		$1K Buy
+25
New +$1.34K ﹤0.01% 669

Other funds holding BDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Steward Financial Group's BDC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Belden (BDC) in Q3 2023: 43 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BDC as recently as Q1 2023.

Steward Financial Group first reported a position in BDC in Q2 2022 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold BDC as of Q3 2023.

  • Steward Financial Group held 43 shares of Belden worth $4K as of Q3 2023.
  • Belden was a new Steward Financial Group position in Q3 2023.
  • Belden made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #685 holding.
  • Steward Financial Group first reported a position in Belden in Q2 2022 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held Belden as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.