Carson Wealth (CWM LLC)
BELFA icon

Carson Wealth (CWM LLC)’s Bel Fuse Inc Class A BELFA Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$21.3K Buy
118
+5
+4% +$958 ﹤0.01% 4374
2025
Q4 		$17K Buy
113
+1
+0.9% +$134 ﹤0.01% 4250
2025
Q3 		$13K Buy
112
+11
+11% +$1.21K ﹤0.01% 4336
2025
Q2 		$9K Sell
101
-179
-64% -$12.4K ﹤0.01% 4338
2025
Q1 		$20K Buy
280
+43
+18% +$3.51K ﹤0.01% 3658
2024
Q4 		$21K Sell
237
-12
-5% -$1.19K ﹤0.01% 3393
2024
Q3 		$25K Buy
+249
New +$21.6K ﹤0.01% 3215

Other funds holding BELFA

HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Carson Wealth (CWM LLC)'s BELFA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Bel Fuse Inc Class A (BELFA) stake by 4.4% in Q1 2026, buying an estimated $958 and bringing the position to 118 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4374.

Carson Wealth (CWM LLC) first reported a position in BELFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $25K in Q3 2024. 93 funds tracked by Wall St. Rank hold BELFA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 118 shares of Bel Fuse Inc Class A worth $21.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5 Bel Fuse Inc Class A shares in Q1 2026, an estimated $958.
  • Bel Fuse Inc Class A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4374 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bel Fuse Inc Class A in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Bel Fuse Inc Class A position peaked at $25K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Bel Fuse Inc Class A as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.