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Concurrent Investment Advisors’s Bel Fuse Inc Class B BELFB Stock Holding History

Concurrent Investment Advisors’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 		$949K Sell
2,848
-116
-4% -$31.3K 0.01% 1032
2026
Q1 		$587K Buy
+2,964
New +$619K 0.01% 1130

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

Concurrent Investment Advisors's BELFB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Bel Fuse Inc Class B (BELFB) stake by 3.9% in Q2 2026, selling an estimated $31.3K and leaving 2,848 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #1032.

Concurrent Investment Advisors first reported a position in BELFB in Q1 2026 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold BELFB as of Q2 2026.

  • Concurrent Investment Advisors held 2,848 shares of Bel Fuse Inc Class B worth $949K as of Q2 2026.
  • Concurrent Investment Advisors sold 116 Bel Fuse Inc Class B shares in Q2 2026, an estimated $31.3K.
  • Bel Fuse Inc Class B made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1032 holding.
  • Concurrent Investment Advisors first reported a position in Bel Fuse Inc Class B in Q1 2026 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.