Advisory Research
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Advisory Research’s Bel Fuse Inc Class B BELFB Stock Holding History

Advisory Research’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$27.6M Sell
113,169
-4,727
-4% -$1.24M 2.93% 8
2026
Q2 		$39.3M Sell
117,896
-1,468
-1% -$397K 3.92% 5
2026
Q1 		$23.6M Sell
119,364
-15,426
-11% -$3.22M 2.91% 7
2025
Q4 		$22.9M Sell
134,790
-58,770
-30% -$9.18M 2.87% 11
2025
Q3 		$27.3M Sell
193,560
-197,298
-50% -$25.1M 3.58% 6
2025
Q2 		$38.2M Buy
390,858
+15,769
+4% +$1.19M 5.87% 1
2025
Q1 		$28.1M Buy
375,089
+61,643
+20% +$4.92M 4.95% 1
2024
Q4 		$25.8M Buy
313,446
+67,460
+27% +$5.46M 4.3% 1
2024
Q3 		$19.3M Buy
245,986
+6,596
+3% +$449K 3.43% 2
2024
Q2 		$15.6M Buy
239,390
+300
+0.1% +$18.8K 2.94% 6
2024
Q1 		$14.4M Buy
239,090
+48,904
+26% +$3.03M 2.87% 6
2023
Q4 		$12.7M Buy
190,186
+165,800
+680% +$8.88M 1.96% 7
2023
Q3 		$1.16M Buy
24,386
+17,925
+277% +$924K 0.16% 176
2023
Q2 		$371K Buy
+6,461
New +$296K 0.05% 347

Other funds holding BELFB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Advisory Research's BELFB Position: Q3 2026 in Review

Advisory Research reduced its Bel Fuse Inc Class B (BELFB) stake by 4% in Q3 2026, selling an estimated $1.24M and leaving 113,169 shares worth $27.6M. The position accounts for 2.93% of the portfolio, ranked #8.

Advisory Research first reported a position in BELFB in Q2 2023 and has held it in 14 quarters since. The position peaked at $39.3M in Q2 2026. 220 funds tracked by Wall St. Rank hold BELFB as of Q3 2026.

  • Advisory Research held 113,169 shares of Bel Fuse Inc Class B worth $27.6M as of Q3 2026.
  • Advisory Research sold 4,727 Bel Fuse Inc Class B shares in Q3 2026, an estimated $1.24M.
  • Bel Fuse Inc Class B made up 2.93% of Advisory Research's portfolio in Q3 2026, its #8 holding.
  • Advisory Research first reported a position in Bel Fuse Inc Class B in Q2 2023 and has held it in 14 quarters since.
  • Advisory Research's Bel Fuse Inc Class B position peaked at $39.3M in Q2 2026.
  • 220 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q3 2026.

Based on Advisory Research's 13F filing for Q3 2026, filed 12 Nov 2026.