SPIA
BELFB

Steward Partners Investment Advisory’s Bel Fuse Inc Class B BELFB Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-1,485
Closed -$252K – 4436
2025
Q4 		$252K Sell
1,485
-15
-1% -$2.34K ﹤0.01% 1803
2025
Q3 		$212K Sell
1,500
-200
-12% -$25.5K ﹤0.01% 1841
2025
Q2 		$166K Sell
1,700
-700
-29% -$52.8K ﹤0.01% 1843
2025
Q1 		$180K Sell
2,400
-300
-11% -$24K ﹤0.01% 1703
2024
Q4 		$223K Sell
2,700
-2,000
-43% -$162K ﹤0.01% 1548
2024
Q3 		$369K Sell
4,700
-200
-4% -$13.6K ﹤0.01% 1243
2024
Q2 		$320K Sell
4,900
-871
-15% -$54.7K ﹤0.01% 1252
2024
Q1 		$348K Buy
5,771
+1,071
+23% +$66.4K ﹤0.01% 1200
2023
Q4 		$314K Buy
4,700
+200
+4% +$10.7K ﹤0.01% 1198
2023
Q3 		$215K Hold
4,500
– – ﹤0.01% 1253
2023
Q2 		$258K Buy
4,500
+2,000
+80% +$91.5K ﹤0.01% 1177
2023
Q1 		$94K Buy
2,500
+1,600
+178% +$57.6K ﹤0.01% 1612
2022
Q4 		$29.6K Buy
900
+200
+29% +$6.53K ﹤0.01% 2057
2022
Q3 		$18K Buy
+700
New +$16.4K ﹤0.01% 2263

Other funds holding BELFB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Partners Investment Advisory's BELFB Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Bel Fuse Inc Class B (BELFB) in Q1 2026, closing a stake of 1,485 shares — an estimated $252K sold.

Steward Partners Investment Advisory first reported a position in BELFB in Q3 2022 and held it in 14 quarters. The position peaked at $369K in Q3 2024. 234 funds tracked by Wall St. Rank hold BELFB as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Bel Fuse Inc Class B position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,485 Bel Fuse Inc Class B shares in Q1 2026, an estimated $252K.
  • Steward Partners Investment Advisory first reported a position in Bel Fuse Inc Class B in Q3 2022 and held it in 14 quarters.
  • Steward Partners Investment Advisory's Bel Fuse Inc Class B position peaked at $369K in Q3 2024.
  • 234 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.