PWPS
BELFB

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
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 +$5.63K ﹤0.01% 2219
2021
Q1 		– Sell
-46
Closed -$1K – 522
2020
Q4 		$1K Buy
+46
New +$619 ﹤0.01% 2064

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

Pinnacle Wealth Planning Services's BELFB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Bel Fuse Inc Class B (BELFB) position steady in Q2 2026 at 35 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Pinnacle Wealth Planning Services first reported a position in BELFB in Q4 2020 and has held it in 4 quarters since. 277 funds tracked by Wall St. Rank hold BELFB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 35 shares of Bel Fuse Inc Class B worth $11.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Bel Fuse Inc Class B share count unchanged in Q2 2026.
  • Bel Fuse Inc Class B made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2008 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bel Fuse Inc Class B in Q4 2020 and has held it in 4 quarters since.
  • 277 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.