SF
BDC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial's BDC Position: Q1 2026 in Review

Summit Financial increased its Belden (BDC) stake by 3.1% in Q1 2026, buying an estimated $8.44K and bringing the position to 2,263 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Summit Financial first reported a position in BDC in Q1 2025 and has held it in 5 quarters since. The position peaked at $261K in Q3 2025. 383 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

  • Summit Financial held 2,263 shares of Belden worth $260K as of Q1 2026.
  • Summit Financial bought 67 Belden shares in Q1 2026, an estimated $8.44K.
  • Belden made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1252 holding.
  • Summit Financial first reported a position in Belden in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial's Belden position peaked at $261K in Q3 2025.
  • 383 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.