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Steward Partners Investment Advisory’s Belden BDC Stock Holding History

Steward Partners Investment Advisory’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 		$6K Buy
50
+2
+4% +$233 ﹤0.01% 3904
2026
Q1 		$5.51K Buy
+48
New +$6.04K ﹤0.01% 3761
2025
Q3 		– Sell
-9
Closed -$1.04K – 4269
2025
Q2 		$1.04K Hold
9
– – ﹤0.01% 3852
2025
Q1 		$902 Hold
9
– – ﹤0.01% 3788
2024
Q4 		$1.01K Sell
9
-17
-65% -$2.03K ﹤0.01% 3749
2024
Q3 		$3.04K Buy
26
+11
+73% +$1.1K ﹤0.01% 3338
2024
Q2 		$1.41K Buy
+15
New +$1.36K ﹤0.01% 3343
2024
Q1 		– Sell
-183
Closed -$14.1K – 3577
2023
Q4 		$14.1K Buy
+183
New +$13.6K ﹤0.01% 2557
2020
Q4 		– Sell
-18
Closed -$1K – 2874
2020
Q3 		$1K Hold
18
– – ﹤0.01% 2636
2020
Q2 		$1K Hold
18
– – ﹤0.01% 2538
2020
Q1 		$0 Sell
18
-23
-56% -$1.05K ﹤0.01% 2492
2019
Q4 		$2K Sell
41
-37
-47% -$1.98K ﹤0.01% 2408
2019
Q3 		$4K Buy
78
+18
+30% +$903 ﹤0.01% 2283
2019
Q2 		$3K Buy
+60
New +$3.44K ﹤0.01% 2334
2018
Q4 		– Sell
-60
Closed -$4K – 896
2018
Q3 		$4K Buy
+60
New +$4.12K ﹤0.01% 2171

Other funds holding BDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's BDC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Belden (BDC) stake by 4.2% in Q2 2026, buying an estimated $233 and bringing the position to 50 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #3904.

Steward Partners Investment Advisory first reported a position in BDC in Q3 2018 and has held it in 15 quarters since. The position peaked at $14.1K in Q4 2023. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Steward Partners Investment Advisory held 50 shares of Belden worth $6K as of Q2 2026.
  • Steward Partners Investment Advisory bought 2 Belden shares in Q2 2026, an estimated $233.
  • Belden made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3904 holding.
  • Steward Partners Investment Advisory first reported a position in Belden in Q3 2018 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's Belden position peaked at $14.1K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.