Carson Wealth (CWM LLC)
BELFB

Carson Wealth (CWM LLC)’s Bel Fuse Inc Class B BELFB Stock Holding History

Carson Wealth (CWM LLC)’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 		$62.8K Buy
317
+10
+3% +$2.09K ﹤0.01% 3638
2025
Q4 		$52K Sell
307
-13
-4% -$2.03K ﹤0.01% 3571
2025
Q3 		$45K Buy
320
+28
+10% +$3.57K ﹤0.01% 3613
2025
Q2 		$29K Sell
292
-91
-24% -$6.87K ﹤0.01% 3661
2025
Q1 		$29K Buy
383
+228
+147% +$18.2K ﹤0.01% 3401
2024
Q4 		$13K Sell
155
-39
-20% -$3.15K ﹤0.01% 3697
2024
Q3 		$15K Buy
194
+129
+198% +$8.78K ﹤0.01% 3533
2024
Q2 		$4K Sell
65
-37
-36% -$2.33K ﹤0.01% 3930
2024
Q1 		$6K Buy
+102
New +$6.32K ﹤0.01% 3556

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
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 $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Bel Fuse Inc Class B (BELFB) stake by 3.3% in Q1 2026, buying an estimated $2.09K and bringing the position to 317 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3638.

Carson Wealth (CWM LLC) first reported a position in BELFB in Q1 2024 and has held it in 9 quarters since. 234 funds tracked by Wall St. Rank hold BELFB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 317 shares of Bel Fuse Inc Class B worth $62.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10 Bel Fuse Inc Class B shares in Q1 2026, an estimated $2.09K.
  • Bel Fuse Inc Class B made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3638 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bel Fuse Inc Class B in Q1 2024 and has held it in 9 quarters since.
  • 234 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q1 2026.

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