Essential Partners’s Hamilton Beach Brands HBB Stock Holding History

Essential Partners’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 Q3	$880	Hold	23	–	–	﹤0.01%	2227
2026 Q2	$530	Buy	23 +7	+44%	+$140	﹤0.01%	2461
2026 Q1	$303	Buy	16 +9	+129%	+$164	﹤0.01%	2549
2025 Q4	$115	Buy	7 +5	+250%	+$76	﹤0.01%	2527
2025 Q3	$29	Buy	+2	New	+$31	﹤0.01%	2613

Other funds holding HBB

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's HBB Position: Q3 2026 in Review

Essential Partners held its Hamilton Beach Brands (HBB) position steady in Q3 2026 at 23 shares worth $880. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Essential Partners first reported a position in HBB in Q3 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold HBB as of Q3 2026.

Essential Partners held 23 shares of Hamilton Beach Brands worth $880 as of Q3 2026.
Essential Partners left its Hamilton Beach Brands share count unchanged in Q3 2026.
Hamilton Beach Brands made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2227 holding.
Essential Partners first reported a position in Hamilton Beach Brands in Q3 2025 and has held it in 5 quarters since.
7 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.