Twelve Points Wealth Management’s Belden BDC Stock Holding History

Twelve Points Wealth Management’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	$2.6M	Buy	21,690 +1,980	+10%	+$231K	0.52%	43
2026 Q1	$2.26M	Sell	19,710 -518	-3%	-$65.2K	0.5%	41
2025 Q4	$2.31M	Sell	20,228 -2,723	-12%	-$318K	0.52%	39
2025 Q3	$2.76M	Sell	22,951 -1,210	-5%	-$152K	0.69%	32
2025 Q2	$2.8M	Buy	24,161 +482	+2%	+$50.7K	0.75%	33
2025 Q1	$2.37M	Buy	23,679 +1,654	+8%	+$183K	0.64%	34
2024 Q4	$2.48M	Sell	22,025 -791	-3%	-$94.4K	0.71%	31
2024 Q3	$2.67M	Buy	22,816 +1,356	+6%	+$136K	0.84%	24
2024 Q2	$2.01M	Buy	21,460 +1,564	+8%	+$142K	0.71%	28
2024 Q1	$1.84M	Buy	19,896 +1,751	+10%	+$143K	0.67%	31
2023 Q4	$1.4M	Buy	18,145 +526	+3%	+$39.1K	0.66%	42
2023 Q3	$1.7M	Buy	17,619 +670	+4%	+$62.6K	0.85%	32
2023 Q2	$1.62M	Buy	16,949 +924	+6%	+$79.1K	0.86%	32
2023 Q1	$1.39M	Sell	16,025 -267	-2%	-$22.1K	0.8%	35
2022 Q4	$1.17M	Buy	16,292 +26	+0.2%	+$1.89K	0.8%	33
2022 Q3	$976K	Buy	16,266 +404	+3%	+$25.7K	0.76%	34
2022 Q2	$845K	Buy	15,862 +3,820	+32%	+$204K	0.65%	48
2022 Q1	$667K	Buy	12,042 +5,255	+77%	+$303K	0.5%	76
2021 Q4	$446K	Buy	+6,787	New	+$426K	0.36%	97

Other funds holding BDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twelve Points Wealth Management's BDC Position: Q2 2026 in Review

Twelve Points Wealth Management increased its Belden (BDC) stake by 10% in Q2 2026, buying an estimated $231K and bringing the position to 21,690 shares worth $2.6M. The position accounts for 0.52% of the portfolio, ranked #43.

Twelve Points Wealth Management first reported a position in BDC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.8M in Q2 2025. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

Twelve Points Wealth Management held 21,690 shares of Belden worth $2.6M as of Q2 2026.
Twelve Points Wealth Management bought 1,980 Belden shares in Q2 2026, an estimated $231K.
Belden made up 0.52% of Twelve Points Wealth Management's portfolio in Q2 2026, its #43 holding.
Twelve Points Wealth Management first reported a position in Belden in Q4 2021 and has held it in 19 quarters since.
Twelve Points Wealth Management's Belden position peaked at $2.8M in Q2 2025.
372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.