Pinnacle Wealth Planning Services’s Bel Fuse Inc Class B BELFB Stock Holding History

Pinnacle Wealth Planning Services’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	$11.2K	Buy	46 +11	+31%	+$2.89K	﹤0.01%	2037
2026 Q2	$11.7K	Hold	35	–	–	﹤0.01%	2008
2026 Q1	$6.93K	Sell	35 -1	-3%	-$209	﹤0.01%	2144
2025 Q4	$6.11K	Buy	+36	New	+$5.62K	﹤0.01%	2219
2021 Q1	–	Sell	-46	Closed	-$1K	–	522
2020 Q4	$1K	Buy	+46	New	+$619	﹤0.01%	2064

Other funds holding BELFB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Pinnacle Wealth Planning Services's BELFB Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Bel Fuse Inc Class B (BELFB) stake by 31% in Q3 2026, buying an estimated $2.89K and bringing the position to 46 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Pinnacle Wealth Planning Services first reported a position in BELFB in Q4 2020 and has held it in 5 quarters since. The position peaked at $11.7K in Q2 2026. 136 funds tracked by Wall St. Rank hold BELFB as of Q3 2026.

Pinnacle Wealth Planning Services held 46 shares of Bel Fuse Inc Class B worth $11.2K as of Q3 2026.
Pinnacle Wealth Planning Services bought 11 Bel Fuse Inc Class B shares in Q3 2026, an estimated $2.89K.
Bel Fuse Inc Class B made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2037 holding.
Pinnacle Wealth Planning Services first reported a position in Bel Fuse Inc Class B in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Bel Fuse Inc Class B position peaked at $11.7K in Q2 2026.
136 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.