Creative Planning’s Bel Fuse Inc Class B BELFB Stock Holding History

Creative Planning’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	$7.15M	Buy	21,470 +2,644	+14%	+$714K	﹤0.01%	1125
2026 Q1	$3.73M	Buy	18,826 +3,811	+25%	+$796K	﹤0.01%	1414
2025 Q4	$2.55M	Buy	15,015 +1,857	+14%	+$290K	﹤0.01%	1520
2025 Q3	$1.86M	Buy	13,158 +1,891	+17%	+$241K	﹤0.01%	1613
2025 Q2	$1.1M	Buy	11,267 +513	+5%	+$38.7K	﹤0.01%	1772
2025 Q1	$805K	Buy	10,754 +1,819	+20%	+$145K	﹤0.01%	1891
2024 Q4	$737K	Buy	8,935 +695	+8%	+$56.2K	﹤0.01%	1890
2024 Q3	$647K	Buy	8,240 +2,968	+56%	+$202K	﹤0.01%	1887
2024 Q2	$344K	Buy	+5,272	New	+$331K	﹤0.01%	2242
2017 Q3	–	Sell	-2,115	Closed	-$52K	–	2062
2017 Q2	$52K	Buy	2,115 +53	+3%	+$1.27K	﹤0.01%	2476
2017 Q1	$53K	Buy	2,062 +1,200	+139%	+$34.3K	﹤0.01%	2431
2016 Q4	$27K	Hold	862	–	–	﹤0.01%	2855
2016 Q3	$21K	Hold	862	–	–	﹤0.01%	3023
2016 Q2	$15K	Hold	862	–	–	﹤0.01%	2973
2016 Q1	$13K	Hold	862	–	–	﹤0.01%	3036
2015 Q4	$15K	Hold	862	–	–	﹤0.01%	3026
2015 Q3	$17K	Buy	+862	New	+$17.3K	﹤0.01%	2839
2015 Q2	–	Sell	-862	Closed	-$16K	–	1278
2015 Q1	$16K	Hold	862	–	–	﹤0.01%	2865
2014 Q4	$24K	Hold	862	–	–	﹤0.01%	2518
2014 Q3	$21K	Hold	862	–	–	﹤0.01%	2507
2014 Q2	$22K	Hold	862	–	–	﹤0.01%	2419
2014 Q1	$19K	Hold	862	–	–	﹤0.01%	2399
2013 Q4	$18K	Hold	862	–	–	﹤0.01%	2237
2013 Q3	$15K	Hold	862	–	–	﹤0.01%	2239
2013 Q2	$12K	Buy	+862	New	+$12.8K	﹤0.01%	2173

Other funds holding BELFB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's BELFB Position: Q2 2026 in Review

Creative Planning increased its Bel Fuse Inc Class B (BELFB) stake by 14% in Q2 2026, buying an estimated $714K and bringing the position to 21,470 shares worth $7.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Creative Planning first reported a position in BELFB in Q2 2013 and has held it in 25 quarters since. 277 funds tracked by Wall St. Rank hold BELFB as of Q2 2026.

Creative Planning held 21,470 shares of Bel Fuse Inc Class B worth $7.15M as of Q2 2026.
Creative Planning bought 2,644 Bel Fuse Inc Class B shares in Q2 2026, an estimated $714K.
Bel Fuse Inc Class B made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1125 holding.
Creative Planning first reported a position in Bel Fuse Inc Class B in Q2 2013 and has held it in 25 quarters since.
277 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.