Herald Investment Management’s Bel Fuse Inc Class B BELFB Stock Holding History

Herald Investment Management’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 Q3	–	Sell	-17,950	Closed	-$5.97M	–	18
2026 Q2	$5.97M	Sell	17,950 -12,050	-40%	-$3.26M	0.81%	41
2026 Q1	$5.94M	Hold	30,000	–	–	0.83%	34
2025 Q4	$5.08M	Hold	30,000	–	–	0.66%	44
2025 Q3	$4.23M	Hold	30,000	–	–	0.56%	50
2025 Q2	$2.93M	Hold	30,000	–	–	0.43%	61
2025 Q1	$2.24M	Buy	30,000 +6,000	+25%	+$479K	0.42%	58
2024 Q4	$1.97M	Buy	+24,000	New	+$1.94M	0.32%	76

Other funds holding BELFB

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Herald Investment Management's BELFB Position: Q3 2026 in Review

Herald Investment Management sold out of Bel Fuse Inc Class B (BELFB) in Q3 2026, closing a stake of 17,950 shares — an estimated $5.97M sold.

Herald Investment Management first reported a position in BELFB in Q4 2024 and held it in 7 quarters. The position peaked at $5.97M in Q2 2026. 13 funds tracked by Wall St. Rank hold BELFB as of Q3 2026.

Herald Investment Management reported no remaining Bel Fuse Inc Class B position as of Q3 2026 after selling out during the quarter.
Herald Investment Management sold 17,950 Bel Fuse Inc Class B shares in Q3 2026, an estimated $5.97M.
Herald Investment Management first reported a position in Bel Fuse Inc Class B in Q4 2024 and held it in 7 quarters.
Herald Investment Management's Bel Fuse Inc Class B position peaked at $5.97M in Q2 2026.
13 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.