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BOK Financial’s Hamilton Beach Brands HBB Stock Holding History

BOK 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
2025
Q2 		– Sell
-100
Closed -$1.94K – 1221
2025
Q1 		$1.94K Hold
100
– – ﹤0.01% 1122
2024
Q4 		$1.6K Hold
100
– – ﹤0.01% 1165
2024
Q3 		$2.9K Buy
+100
New +$2.44K ﹤0.01% 1121

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

BOK Financial's HBB Position: Q2 2025 in Review

BOK Financial sold out of Hamilton Beach Brands (HBB) in Q2 2025, closing a stake of 100 shares — an estimated $1.94K sold.

BOK Financial first reported a position in HBB in Q3 2024 and held it in 3 quarters. The position peaked at $2.9K in Q3 2024. 76 funds tracked by Wall St. Rank hold HBB as of Q2 2025.

  • BOK Financial reported no remaining Hamilton Beach Brands position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 100 Hamilton Beach Brands shares in Q2 2025, an estimated $1.94K.
  • BOK Financial first reported a position in Hamilton Beach Brands in Q3 2024 and held it in 3 quarters.
  • BOK Financial's Hamilton Beach Brands position peaked at $2.9K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.