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
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% +$18.9K 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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Research's BELFB Position: Q2 2026 in Review

Advisory Research reduced its Bel Fuse Inc Class B (BELFB) stake by 1.2% in Q2 2026, selling an estimated $397K and leaving 117,896 shares worth $39.3M. The position accounts for 3.92% of the portfolio, ranked #5.

Advisory Research first reported a position in BELFB in Q2 2023 and has held it in 13 quarters since. 276 funds tracked by Wall St. Rank hold BELFB as of Q2 2026.

  • Advisory Research held 117,896 shares of Bel Fuse Inc Class B worth $39.3M as of Q2 2026.
  • Advisory Research sold 1,468 Bel Fuse Inc Class B shares in Q2 2026, an estimated $397K.
  • Bel Fuse Inc Class B made up 3.92% of Advisory Research's portfolio in Q2 2026, its #5 holding.
  • Advisory Research first reported a position in Bel Fuse Inc Class B in Q2 2023 and has held it in 13 quarters since.
  • 276 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.