SGI
BELFB

Summit Global Investments’s Bel Fuse Inc Class B BELFB Stock Holding History

Summit Global Investments’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
2025
Q1 		– Sell
-8,209
Closed -$677K – 443
2024
Q4 		$677K Buy
8,209
+2,114
+35% +$171K 0.04% 290
2024
Q3 		$479K Buy
+6,095
New +$415K 0.03% 364

Other funds holding BELFB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Summit Global Investments's BELFB Position: Q1 2025 in Review

Summit Global Investments sold out of Bel Fuse Inc Class B (BELFB) in Q1 2025, closing a stake of 8,209 shares — an estimated $677K sold.

Summit Global Investments first reported a position in BELFB in Q3 2024 and held it in 2 quarters. The position peaked at $677K in Q4 2024. 164 funds tracked by Wall St. Rank hold BELFB as of Q1 2025.

  • Summit Global Investments reported no remaining Bel Fuse Inc Class B position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 8,209 Bel Fuse Inc Class B shares in Q1 2025, an estimated $677K.
  • Summit Global Investments first reported a position in Bel Fuse Inc Class B in Q3 2024 and held it in 2 quarters.
  • Summit Global Investments's Bel Fuse Inc Class B position peaked at $677K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.