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Empowered Funds’s Hamilton Beach Brands HBB Stock Holding History

Empowered Funds’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 		$1.28M Buy
67,692
+5,858
+9% +$107K 0.01% 1309
2025
Q4 		$1.02M Buy
61,834
+3,470
+6% +$52.6K 0.02% 638
2025
Q3 		$839K Buy
58,364
+6,564
+13% +$102K 0.01% 1232
2025
Q2 		$927K Buy
51,800
+4,472
+9% +$79.4K 0.01% 1102
2025
Q1 		$920K Buy
47,328
+3,588
+8% +$64.6K 0.01% 1029
2024
Q4 		$736K Buy
43,740
+2,083
+5% +$48.2K 0.01% 1057
2024
Q3 		$1.27M Buy
41,657
+15,745
+61% +$384K 0.02% 844
2024
Q2 		$445K Buy
+25,912
New +$527K 0.01% 1085

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

Empowered Funds's HBB Position: Q1 2026 in Review

Empowered Funds increased its Hamilton Beach Brands (HBB) stake by 9.5% in Q1 2026, buying an estimated $107K and bringing the position to 67,692 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1309.

Empowered Funds first reported a position in HBB in Q2 2024 and has held it in 8 quarters since. 77 funds tracked by Wall St. Rank hold HBB as of Q1 2026.

  • Empowered Funds held 67,692 shares of Hamilton Beach Brands worth $1.28M as of Q1 2026.
  • Empowered Funds bought 5,858 Hamilton Beach Brands shares in Q1 2026, an estimated $107K.
  • Hamilton Beach Brands made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1309 holding.
  • Empowered Funds first reported a position in Hamilton Beach Brands in Q2 2024 and has held it in 8 quarters since.
  • 77 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.