AR
BELFB

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
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% +$18.9K 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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Research's BELFB Position: Q1 2026 in Review

Advisory Research reduced its Bel Fuse Inc Class B (BELFB) stake by 11% in Q1 2026, selling an estimated $3.22M and leaving 119,364 shares worth $23.6M. The position accounts for 2.91% of the portfolio, ranked #7.

Advisory Research first reported a position in BELFB in Q2 2023 and has held it in 12 quarters since. The position peaked at $38.2M in Q2 2025. 233 funds tracked by Wall St. Rank hold BELFB as of Q1 2026.

  • Advisory Research held 119,364 shares of Bel Fuse Inc Class B worth $23.6M as of Q1 2026.
  • Advisory Research sold 15,426 Bel Fuse Inc Class B shares in Q1 2026, an estimated $3.22M.
  • Bel Fuse Inc Class B made up 2.91% of Advisory Research's portfolio in Q1 2026, its #7 holding.
  • Advisory Research first reported a position in Bel Fuse Inc Class B in Q2 2023 and has held it in 12 quarters since.
  • Advisory Research's Bel Fuse Inc Class B position peaked at $38.2M in Q2 2025.
  • 233 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.