EWA
BELFB

EverSource Wealth Advisors’s Bel Fuse Inc Class B BELFB Stock Holding History

EverSource Wealth 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 		$19K Buy
57
+19
+50% +$5.13K ﹤0.01% 2465
2026
Q1 		$7.52K Buy
38
+8
+27% +$1.67K ﹤0.01% 3071
2025
Q4 		$5.09K Sell
30
-19
-39% -$2.97K ﹤0.01% 3114
2025
Q3 		$6.91K Hold
49
– – ﹤0.01% 3000
2025
Q2 		$4.79K Buy
49
+45
+1,125% +$3.4K ﹤0.01% 3177
2025
Q1 		$299 Hold
4
– – ﹤0.01% 3599
2024
Q4 		$330 Buy
+4
New +$324 ﹤0.01% 3317

Other funds holding BELFB

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

EverSource Wealth Advisors's BELFB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Bel Fuse Inc Class B (BELFB) stake by 50% in Q2 2026, buying an estimated $5.13K and bringing the position to 57 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

EverSource Wealth Advisors first reported a position in BELFB in Q4 2024 and has held it in 7 quarters since. 81 funds tracked by Wall St. Rank hold BELFB as of Q2 2026.

  • EverSource Wealth Advisors held 57 shares of Bel Fuse Inc Class B worth $19K as of Q2 2026.
  • EverSource Wealth Advisors bought 19 Bel Fuse Inc Class B shares in Q2 2026, an estimated $5.13K.
  • Bel Fuse Inc Class B made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2465 holding.
  • EverSource Wealth Advisors first reported a position in Bel Fuse Inc Class B in Q4 2024 and has held it in 7 quarters since.
  • 81 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.