EPW
BELFB icon

Evolve Private Wealth’s Bel Fuse Inc Class B BELFB Stock Holding History

Evolve Private Wealth’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 		$1.47M Buy
4,418
+323
+8% +$87.3K 0.09% 202
2026
Q1 		$811K Buy
4,095
+392
+11% +$81.9K 0.04% 395
2025
Q4 		$628K Buy
+3,703
New +$579K 0.04% 444

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

Evolve Private Wealth's BELFB Position: Q2 2026 in Review

Evolve Private Wealth increased its Bel Fuse Inc Class B (BELFB) stake by 7.9% in Q2 2026, buying an estimated $87.3K and bringing the position to 4,418 shares worth $1.47M. The position accounts for 0.09% of the portfolio, ranked #202.

Evolve Private Wealth first reported a position in BELFB in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold BELFB as of Q2 2026.

  • Evolve Private Wealth held 4,418 shares of Bel Fuse Inc Class B worth $1.47M as of Q2 2026.
  • Evolve Private Wealth bought 323 Bel Fuse Inc Class B shares in Q2 2026, an estimated $87.3K.
  • Bel Fuse Inc Class B made up 0.09% of Evolve Private Wealth's portfolio in Q2 2026, its #202 holding.
  • Evolve Private Wealth first reported a position in Bel Fuse Inc Class B in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.