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Root Financial Partners’s Bel Fuse Inc Class A BELFA Stock Holding History

Root Financial Partners’s Portfolio BELFA Stock Details BELFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7
Closed -$1.26K – 720
2026
Q1 		$1.26K Buy
+7
New +$1.34K ﹤0.01% 2511

Other funds holding BELFA

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Root Financial Partners's BELFA Position: Q2 2026 in Review

Root Financial Partners sold out of Bel Fuse Inc Class A (BELFA) in Q2 2026, closing a stake of 7 shares — an estimated $1.26K sold.

Root Financial Partners first reported a position in BELFA in Q1 2026 and held it in 1 quarter. The position peaked at $1.26K in Q1 2026. 109 funds tracked by Wall St. Rank hold BELFA as of Q2 2026.

  • Root Financial Partners reported no remaining Bel Fuse Inc Class A position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 7 Bel Fuse Inc Class A shares in Q2 2026, an estimated $1.26K.
  • Root Financial Partners first reported a position in Bel Fuse Inc Class A in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Bel Fuse Inc Class A position peaked at $1.26K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Bel Fuse Inc Class A as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.