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Wealthspire Advisors (New York)’s Belden BDC Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-114
Closed -$13.7K – 1222
2025
Q3 		$13.7K Buy
+114
New +$14.4K ﹤0.01% 1867
2021
Q2 		– Sell
-5,545
Closed -$246K – 399
2021
Q1 		$246K Sell
5,545
-601
-10% -$27.3K 0.01% 616
2020
Q4 		$258K Buy
+6,146
New +$227K 0.01% 486

Other funds holding BDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s BDC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Belden (BDC) in Q4 2025, closing a stake of 114 shares — an estimated $13.7K sold.

Wealthspire Advisors (New York) first reported a position in BDC in Q4 2020 and held it in 3 quarters. The position peaked at $258K in Q4 2020. 359 funds tracked by Wall St. Rank hold BDC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Belden position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 114 Belden shares in Q4 2025, an estimated $13.7K.
  • Wealthspire Advisors (New York) first reported a position in Belden in Q4 2020 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Belden position peaked at $258K in Q4 2020.
  • 359 funds tracked by Wall St. Rank held Belden as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.