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Summit Financial’s Belden BDC Stock Holding History

Summit Financial’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
-2,263
Closed -$260K – 1582
2026
Q1 		$260K Buy
2,263
+67
+3% +$8.44K ﹤0.01% 1252
2025
Q4 		$256K Buy
2,196
+25
+1% +$2.92K ﹤0.01% 1142
2025
Q3 		$261K Sell
2,171
-66
-3% -$8.31K ﹤0.01% 1114
2025
Q2 		$259K Sell
2,237
-64
-3% -$6.73K 0.01% 721
2025
Q1 		$231K Buy
+2,301
New +$255K 0.01% 664

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

Summit Financial's BDC Position: Q2 2026 in Review

Summit Financial sold out of Belden (BDC) in Q2 2026, closing a stake of 2,263 shares — an estimated $260K sold.

Summit Financial first reported a position in BDC in Q1 2025 and held it in 5 quarters. The position peaked at $261K in Q3 2025. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Summit Financial reported no remaining Belden position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 2,263 Belden shares in Q2 2026, an estimated $260K.
  • Summit Financial first reported a position in Belden in Q1 2025 and held it in 5 quarters.
  • Summit Financial's Belden position peaked at $261K in Q3 2025.
  • 373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.