RFP
BELFB

Root Financial Partners’s Bel Fuse Inc Class B BELFB Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-7
Closed -$1.39K – 721
2026
Q1 		$1.39K Buy
+7
New +$1.46K ﹤0.01% 2467

Other funds holding BELFB

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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

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

Root Financial Partners sold out of Bel Fuse Inc Class B (BELFB) in Q2 2026, closing a stake of 7 shares — an estimated $1.39K sold.

Root Financial Partners first reported a position in BELFB in Q1 2026 and held it in 1 quarter. The position peaked at $1.39K in Q1 2026. 276 funds tracked by Wall St. Rank hold BELFB as of Q2 2026.

  • Root Financial Partners reported no remaining Bel Fuse Inc Class B position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 7 Bel Fuse Inc Class B shares in Q2 2026, an estimated $1.39K.
  • Root Financial Partners first reported a position in Bel Fuse Inc Class B in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Bel Fuse Inc Class B position peaked at $1.39K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q2 2026.

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