Root Financial Partners
BELFB icon

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
Q3 		$2.93K Buy
+12
New +$3.16K ﹤0.01% 2459
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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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

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

Root Financial Partners opened a new position in Bel Fuse Inc Class B (BELFB) in Q3 2026: 12 shares worth $2.93K. The stake represents ﹤0.01% of the portfolio and ranks #2459 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BELFB as recently as Q1 2026.

Root Financial Partners first reported a position in BELFB in Q1 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold BELFB as of Q3 2026.

  • Root Financial Partners held 12 shares of Bel Fuse Inc Class B worth $2.93K as of Q3 2026.
  • Bel Fuse Inc Class B was a new Root Financial Partners position in Q3 2026.
  • Bel Fuse Inc Class B made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2459 holding.
  • Root Financial Partners first reported a position in Bel Fuse Inc Class B in Q1 2026 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q3 2026.

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