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Allworth Financial’s Hamilton Beach Brands HBB Stock Holding History

Allworth Financial’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$247 Buy
13
+10
+333% +$183 ﹤0.01% 4885
2025
Q4 		$50 Buy
+3
New +$45 ﹤0.01% 4842

Other funds holding HBB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's HBB Position: Q1 2026 in Review

Allworth Financial increased its Hamilton Beach Brands (HBB) stake by 333% in Q1 2026, buying an estimated $183 and bringing the position to 13 shares worth $247. The position accounts for ﹤0.01% of the portfolio, ranked #4885.

Allworth Financial first reported a position in HBB in Q4 2025 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold HBB as of Q1 2026.

  • Allworth Financial held 13 shares of Hamilton Beach Brands worth $247 as of Q1 2026.
  • Allworth Financial bought 10 Hamilton Beach Brands shares in Q1 2026, an estimated $183.
  • Hamilton Beach Brands made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4885 holding.
  • Allworth Financial first reported a position in Hamilton Beach Brands in Q4 2025 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.