Kovitz Investment Group Partners
BELFB

Kovitz Investment Group Partners’s Bel Fuse Inc Class B BELFB Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-2,362
Closed -$333K – 537
2025
Q3 		$333K Sell
2,362
-1,879
-44% -$239K ﹤0.01% 1164
2025
Q2 		$414K Buy
4,241
+370
+10% +$27.9K ﹤0.01% 1039
2025
Q1 		$290K Buy
3,871
+189
+5% +$15.1K ﹤0.01% 1068
2024
Q4 		$304K Buy
3,682
+9
+0.2% +$728 ﹤0.01% 1041
2024
Q3 		$288K Buy
+3,673
New +$250K ﹤0.01% 879

Other funds holding BELFB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kovitz Investment Group Partners's BELFB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Bel Fuse Inc Class B (BELFB) in Q4 2025, closing a stake of 2,362 shares — an estimated $333K sold.

Kovitz Investment Group Partners first reported a position in BELFB in Q3 2024 and held it in 5 quarters. The position peaked at $414K in Q2 2025. 207 funds tracked by Wall St. Rank hold BELFB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Bel Fuse Inc Class B position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,362 Bel Fuse Inc Class B shares in Q4 2025, an estimated $333K.
  • Kovitz Investment Group Partners first reported a position in Bel Fuse Inc Class B in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Bel Fuse Inc Class B position peaked at $414K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.