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Twin Peaks Wealth Advisors’s Belden BDC Stock Holding History

Twin Peaks Wealth 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
Q1 		$5.74K Buy
+50
New +$6.3K ﹤0.01% 1328
2025
Q3 		– Sell
-48
Closed -$6K – 377
2025
Q2 		$6K Buy
+48
New +$5.05K ﹤0.01% 1213

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

Twin Peaks Wealth Advisors's BDC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Belden (BDC) in Q1 2026: 50 shares worth $5.74K. The stake represents ﹤0.01% of the portfolio and ranks #1328 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BDC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BDC in Q2 2025 and has held it in 2 quarters since. The position peaked at $6K in Q2 2025. 382 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 50 shares of Belden worth $5.74K as of Q1 2026.
  • Belden was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Belden made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1328 holding.
  • Twin Peaks Wealth Advisors first reported a position in Belden in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Belden position peaked at $6K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Belden as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.