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Ancora Advisors’s Hamilton Beach Brands HBB Stock Holding History

Ancora Advisors’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
Q2 		– Sell
-18,203
Closed -$345K – 2163
2026
Q1 		$345K Buy
18,203
+16,275
+844% +$297K 0.01% 597
2025
Q4 		$31.7K Buy
+1,928
New +$29.2K ﹤0.01% 1323
2024
Q3 		– Sell
-19,080
Closed -$328K – 1830
2024
Q2 		$328K Sell
19,080
-20,542
-52% -$417K 0.01% 575
2024
Q1 		$965K Sell
39,622
-70,050
-64% -$1.36M 0.02% 392
2023
Q4 		$1.92M Buy
109,672
+12,963
+13% +$182K 0.05% 269
2023
Q3 		$1.2M Buy
+96,709
New +$1.07M 0.03% 325
2020
Q3 		– Sell
-26,430
Closed -$315K – 1414
2020
Q2 		$315K Sell
26,430
-9,560
-27% -$105K 0.01% 515
2020
Q1 		$342K Sell
35,990
-690
-2% -$9.62K 0.02% 531
2019
Q4 		$701K Buy
36,680
+15,809
+76% +$290K 0.03% 446
2019
Q3 		$337K Buy
20,871
+20,270
+3,373% +$313K 0.01% 517
2019
Q2 		$1.54M Sell
601
-133,157
-100% -$2.55M 0.07% 241
2019
Q1 		$4.69M Sell
133,758
-146,902
-52% -$3.57M 0.21% 145
2018
Q4 		$8.01M Buy
280,660
+63,446
+29% +$1.36M 0.39% 98
2018
Q3 		$4.76M Buy
217,214
+150,742
+227% +$3.82M 0.18% 165
2018
Q2 		$1.93M Buy
66,472
+50,812
+324% +$1.31M 0.08% 233
2018
Q1 		$332K Hold
15,660
– – 0.01% 553
2017
Q4 		$402K Buy
+15,660
New +$503K 0.02% 474

Other funds holding HBB

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Ancora Advisors's HBB Position: Q2 2026 in Review

Ancora Advisors sold out of Hamilton Beach Brands (HBB) in Q2 2026, closing a stake of 18,203 shares — an estimated $345K sold.

Ancora Advisors first reported a position in HBB in Q4 2017 and held it in 17 quarters. The position peaked at $8.01M in Q4 2018. 80 funds tracked by Wall St. Rank hold HBB as of Q2 2026.

  • Ancora Advisors reported no remaining Hamilton Beach Brands position as of Q2 2026 after selling out during the quarter.
  • Ancora Advisors sold 18,203 Hamilton Beach Brands shares in Q2 2026, an estimated $345K.
  • Ancora Advisors first reported a position in Hamilton Beach Brands in Q4 2017 and held it in 17 quarters.
  • Ancora Advisors's Hamilton Beach Brands position peaked at $8.01M in Q4 2018.
  • 80 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.