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EverSource Wealth Advisors’s Hamilton Beach Brands HBB Stock Holding History

EverSource Wealth 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 		$265 Buy
14
+5
+56% +$91 ﹤0.01% 4169
2025
Q4 		$148 Sell
9
-34
-79% -$516 ﹤0.01% 4062
2025
Q3 		$618 Sell
43
-40
-48% -$624 ﹤0.01% 3893
2025
Q2 		$1.49K Buy
83
+68
+453% +$1.21K ﹤0.01% 3605
2025
Q1 		$291 Buy
15
+11
+275% +$198 ﹤0.01% 3605
2024
Q4 		$67 Buy
+4
New +$93 ﹤0.01% 3605

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

EverSource Wealth Advisors's HBB Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Hamilton Beach Brands (HBB) stake by 56% in Q1 2026, buying an estimated $91 and bringing the position to 14 shares worth $265. The position accounts for ﹤0.01% of the portfolio, ranked #4169.

EverSource Wealth Advisors first reported a position in HBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49K in Q2 2025. 77 funds tracked by Wall St. Rank hold HBB as of Q1 2026.

  • EverSource Wealth Advisors held 14 shares of Hamilton Beach Brands worth $265 as of Q1 2026.
  • EverSource Wealth Advisors bought 5 Hamilton Beach Brands shares in Q1 2026, an estimated $91.
  • Hamilton Beach Brands made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4169 holding.
  • EverSource Wealth Advisors first reported a position in Hamilton Beach Brands in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Hamilton Beach Brands position peaked at $1.49K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.