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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
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

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 $1.84B AUM 28.81% 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

Ancora Advisors's HBB Position: Q1 2026 in Review

Ancora Advisors increased its Hamilton Beach Brands (HBB) stake by 844% in Q1 2026, buying an estimated $297K and bringing the position to 18,203 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #597.

Ancora Advisors first reported a position in HBB in Q4 2017 and has held it in 17 quarters since. The position peaked at $8.01M in Q4 2018. 77 funds tracked by Wall St. Rank hold HBB as of Q1 2026.

  • Ancora Advisors held 18,203 shares of Hamilton Beach Brands worth $345K as of Q1 2026.
  • Ancora Advisors bought 16,275 Hamilton Beach Brands shares in Q1 2026, an estimated $297K.
  • Hamilton Beach Brands made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #597 holding.
  • Ancora Advisors first reported a position in Hamilton Beach Brands in Q4 2017 and has held it in 17 quarters since.
  • Ancora Advisors's Hamilton Beach Brands position peaked at $8.01M in Q4 2018.
  • 77 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.