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Toth Financial Advisory’s Belden BDC Stock Holding History

Toth Financial 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
2025
Q2 		– Sell
-17
Closed -$1.71K – 738
2025
Q1 		$1.71K Hold
17
– – ﹤0.01% 615
2024
Q4 		$1.92K Hold
17
– – ﹤0.01% 595
2024
Q3 		$1.99K Sell
17
-101
-86% -$10.1K ﹤0.01% 596
2024
Q2 		$11.1K Buy
118
+17
+17% +$1.54K ﹤0.01% 451
2024
Q1 		$9.35K Hold
101
– – ﹤0.01% 466
2023
Q4 		$7.8K Hold
101
– – ﹤0.01% 476
2023
Q3 		$9.75K Hold
101
– – ﹤0.01% 444
2023
Q2 		$9.66K Hold
101
– – ﹤0.01% 471
2023
Q1 		$8.76K Buy
+101
New +$8.38K ﹤0.01% 475

Other funds holding BDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Toth Financial Advisory's BDC Position: Q2 2025 in Review

Toth Financial Advisory sold out of Belden (BDC) in Q2 2025, closing a stake of 17 shares — an estimated $1.71K sold.

Toth Financial Advisory first reported a position in BDC in Q1 2023 and held it in 9 quarters. The position peaked at $11.1K in Q2 2024. 343 funds tracked by Wall St. Rank hold BDC as of Q2 2025.

  • Toth Financial Advisory reported no remaining Belden position as of Q2 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 17 Belden shares in Q2 2025, an estimated $1.71K.
  • Toth Financial Advisory first reported a position in Belden in Q1 2023 and held it in 9 quarters.
  • Toth Financial Advisory's Belden position peaked at $11.1K in Q2 2024.
  • 343 funds tracked by Wall St. Rank held Belden as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.