SVB Wealth’s Belden BDC Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-68	Closed	-$6.82K	–	626
2025 Q1	$6.82K	Buy	+68	New	+$7.54K	﹤0.01%	958

Other funds holding BDC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SVB Wealth's BDC Position: Q2 2025 in Review

SVB Wealth sold out of Belden (BDC) in Q2 2025, closing a stake of 68 shares — an estimated $6.82K sold.

SVB Wealth first reported a position in BDC in Q1 2025 and held it in 1 quarter. The position peaked at $6.82K in Q1 2025. 343 funds tracked by Wall St. Rank hold BDC as of Q2 2025.

SVB Wealth reported no remaining Belden position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 68 Belden shares in Q2 2025, an estimated $6.82K.
SVB Wealth first reported a position in Belden in Q1 2025 and held it in 1 quarter.
SVB Wealth's Belden position peaked at $6.82K in Q1 2025.
343 funds tracked by Wall St. Rank held Belden as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.