AR
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Advisory Research’s Bel Fuse Inc Class A BELFA Stock Holding History

Advisory Research’s Portfolio BELFA Stock Details BELFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28,250
Closed -$3.29M – 145
2025
Q3 		$3.29M Hold
28,250
– – 0.43% 47
2025
Q2 		$2.54M Buy
28,250
+9,008
+47% +$624K 0.39% 60
2025
Q1 		$1.39M Hold
19,242
– – 0.24% 85
2024
Q4 		$1.73M Hold
19,242
– – 0.29% 73
2024
Q3 		$1.91M Hold
19,242
– – 0.34% 70
2024
Q2 		$1.56M Hold
19,242
– – 0.29% 82
2024
Q1 		$1.36M Buy
19,242
+9,242
+92% +$621K 0.27% 85
2023
Q4 		$646K Buy
+10,000
New +$527K 0.1% 207

Other funds holding BELFA

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HP
Hound Partners New York $792M AUM 9.54% 1-Year Est. Return