IA
HBB icon

IFP Advisors’s Hamilton Beach Brands HBB Stock Holding History

IFP 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 		$19 Hold
1
– – ﹤0.01% 4925
2025
Q4 		$16 Sell
1
-1
-50% -$15 ﹤0.01% 4816
2025
Q3 		$29 Buy
+2
New +$31 ﹤0.01% 4721
2025
Q2 		– Hold
0
– – – 4634
2025
Q1 		– Sell
-250
Closed -$4.21K – 4454
2024
Q4 		$4.21K Hold
250
– – ﹤0.01% 2853
2024
Q3 		$7.61K Buy
+250
New +$6.11K ﹤0.01% 2527
2019
Q4 		– Sell
-50
Closed -$918 – 2953
2019
Q3 		$1K Buy
+50
New +$773 ﹤0.01% 2863

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

IFP Advisors's HBB Position: Q1 2026 in Review

IFP Advisors held its Hamilton Beach Brands (HBB) position steady in Q1 2026 at 1 share worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #4925.

IFP Advisors first reported a position in HBB in Q3 2019 and has held it in 6 quarters since. The position peaked at $7.61K in Q3 2024. 77 funds tracked by Wall St. Rank hold HBB as of Q1 2026.

  • IFP Advisors held 1 share of Hamilton Beach Brands worth $19 as of Q1 2026.
  • IFP Advisors left its Hamilton Beach Brands share count unchanged in Q1 2026.
  • Hamilton Beach Brands made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4925 holding.
  • IFP Advisors first reported a position in Hamilton Beach Brands in Q3 2019 and has held it in 6 quarters since.
  • IFP Advisors's Hamilton Beach Brands position peaked at $7.61K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.