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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
Q2 		– Sell
-50
Closed -$5.74K – 439
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 $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

Twin Peaks Wealth Advisors's BDC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Belden (BDC) in Q2 2026, closing a stake of 50 shares — an estimated $5.74K sold.

Twin Peaks Wealth Advisors first reported a position in BDC in Q2 2025 and held it in 2 quarters. The position peaked at $6K in Q2 2025. 373 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Belden position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 50 Belden shares in Q2 2026, an estimated $5.74K.
  • Twin Peaks Wealth Advisors first reported a position in Belden in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Belden position peaked at $6K in Q2 2025.
  • 373 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.