HB Wealth Management’s Braemar Hotels & Resorts BHR Stock Holding History

HB Wealth Management’s Portfolio BHR Stock Details BHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$38.6K	Buy	23,105 +382	+2%	+$768	﹤0.01%	1848
2026 Q2	$49.1K	Buy	22,723 +347	+2%	+$831	﹤0.01%	1680
2026 Q1	$52.8K	Sell	22,376 -919	-4%	-$2.56K	﹤0.01%	1521
2025 Q4	$66.9K	Buy	23,295 +13	+0.1%	+$35	﹤0.01%	1377
2025 Q3	$63.6K	Sell	23,282 -18	-0.1%	-$45	﹤0.01%	1319
2025 Q2	$57.1K	Buy	23,300 +45	+0.2%	+$99	﹤0.01%	1145
2025 Q1	$57.9K	Buy	+23,255	New	+$63.5K	﹤0.01%	1190

Other funds holding BHR

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

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

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

HB Wealth Management's BHR Position: Q3 2026 in Review

HB Wealth Management increased its Braemar Hotels & Resorts (BHR) stake by 1.7% in Q3 2026, buying an estimated $768 and bringing the position to 23,105 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

HB Wealth Management first reported a position in BHR in Q1 2025 and has held it in 7 quarters since. The position peaked at $66.9K in Q4 2025. 17 funds tracked by Wall St. Rank hold BHR as of Q3 2026.

HB Wealth Management held 23,105 shares of Braemar Hotels & Resorts worth $38.6K as of Q3 2026.
HB Wealth Management bought 382 Braemar Hotels & Resorts shares in Q3 2026, an estimated $768.
Braemar Hotels & Resorts made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1848 holding.
HB Wealth Management first reported a position in Braemar Hotels & Resorts in Q1 2025 and has held it in 7 quarters since.
HB Wealth Management's Braemar Hotels & Resorts position peaked at $66.9K in Q4 2025.
17 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.