SFWC
BELFB

Strategic Family Wealth Counselors’s Bel Fuse Inc Class B BELFB Stock Holding History

Strategic Family Wealth Counselors’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
-1,105
Closed -$222K – 169
2025
Q4 		$222K Buy
+1,105
New +$173K 0.05% 203

Other funds holding BELFB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Strategic Family Wealth Counselors's BELFB Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Bel Fuse Inc Class B (BELFB) in Q1 2026, closing a stake of 1,105 shares — an estimated $222K sold.

Strategic Family Wealth Counselors first reported a position in BELFB in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 234 funds tracked by Wall St. Rank hold BELFB as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Bel Fuse Inc Class B position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 1,105 Bel Fuse Inc Class B shares in Q1 2026, an estimated $222K.
  • Strategic Family Wealth Counselors first reported a position in Bel Fuse Inc Class B in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Bel Fuse Inc Class B position peaked at $222K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.