RAFFA WEALTH MANAGEMENT, LLC’s Belden BDC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.92K	Buy	16 +5	+45%	+$583	﹤0.01%	850
2026 Q1	$1.26K	Buy	11 +1	+10%	+$126	﹤0.01%	887
2025 Q4	$1.17K	Hold	10	–	–	﹤0.01%	896
2025 Q3	$1.2K	Buy	+10	New	+$1.26K	﹤0.01%	846
2015 Q3	–	Sell	-9	Closed	-$731	–	845
2015 Q2	$731	Hold	9	–	–	﹤0.01%	492
2015 Q1	$842	Hold	9	–	–	﹤0.01%	442
2014 Q4	$709	Buy	+9	New	+$638	﹤0.01%	483
2014 Q1	–	Sell	-9	Closed	-$709	–	318
2013 Q4	$709	Buy	+9	New	+$609	﹤0.01%	483

Other funds holding BDC

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BDC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Belden (BDC) stake by 45% in Q2 2026, buying an estimated $583 and bringing the position to 16 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BDC in Q4 2013 and has held it in 8 quarters since. 70 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 16 shares of Belden worth $1.92K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 5 Belden shares in Q2 2026, an estimated $583.
Belden made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #850 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Belden in Q4 2013 and has held it in 8 quarters since.
70 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.