Root Financial Partners
BELFA icon

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
Q3 		$2.97K Buy
+15
New +$3.27K ﹤0.01% 2454
2026
Q2 		– Sell
-7
Closed -$1.26K – 720
2026
Q1 		$1.26K Buy
+7
New +$1.34K ﹤0.01% 2511

Other funds holding BELFA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Investors Asset Management of Georgia
Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return
SMP
Santa Monica Partners Palm Beach Gardens, Florida $167M AUM 26.01% 1-Year Est. Return
Transmarket Holdings
Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $149M AUM 21.98% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Root Financial Partners's BELFA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bel Fuse Inc Class A (BELFA) in Q3 2026: 15 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #2454 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BELFA as recently as Q1 2026.

Root Financial Partners first reported a position in BELFA in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold BELFA as of Q3 2026.

  • Root Financial Partners held 15 shares of Bel Fuse Inc Class A worth $2.97K as of Q3 2026.
  • Bel Fuse Inc Class A was a new Root Financial Partners position in Q3 2026.
  • Bel Fuse Inc Class A made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2454 holding.
  • Root Financial Partners first reported a position in Bel Fuse Inc Class A in Q1 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Bel Fuse Inc Class A as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.