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Planning Strategies Inc.’s Belden BDC Stock Holding History

Planning Strategies Inc.’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 		$240 Buy
+2
New +$233 ﹤0.01% 970

Other funds holding BDC

Retirement Systems of Alabama
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)
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
WB
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
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Planning Strategies Inc.'s BDC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Belden (BDC) in Q2 2026: 2 shares worth $240. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings.

70 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Planning Strategies Inc. held 2 shares of Belden worth $240 as of Q2 2026.
  • Belden was a new Planning Strategies Inc. position in Q2 2026.
  • Belden made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #970 holding.
  • 70 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.