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Summit Trail Advisors’s Belden BDC Stock Holding History

Summit Trail Advisors’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 		$237K Buy
+1,980
New +$231K ﹤0.01% 1388

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 Trail Advisors's BDC Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in Belden (BDC) in Q2 2026: 1,980 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings.

372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Summit Trail Advisors held 1,980 shares of Belden worth $237K as of Q2 2026.
  • Belden was a new Summit Trail Advisors position in Q2 2026.
  • Belden made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1388 holding.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.