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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
Q2 		$345 Buy
15
+14
+1,400% +$279 ﹤0.01% 4755
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

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

IFP Advisors's HBB Position: Q2 2026 in Review

IFP Advisors increased its Hamilton Beach Brands (HBB) stake by 1,400% in Q2 2026, buying an estimated $279 and bringing the position to 15 shares worth $345. The position accounts for ﹤0.01% of the portfolio, ranked #4755.

IFP Advisors first reported a position in HBB in Q3 2019 and has held it in 7 quarters since. The position peaked at $7.61K in Q3 2024. 80 funds tracked by Wall St. Rank hold HBB as of Q2 2026.

  • IFP Advisors held 15 shares of Hamilton Beach Brands worth $345 as of Q2 2026.
  • IFP Advisors bought 14 Hamilton Beach Brands shares in Q2 2026, an estimated $279.
  • Hamilton Beach Brands made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4755 holding.
  • IFP Advisors first reported a position in Hamilton Beach Brands in Q3 2019 and has held it in 7 quarters since.
  • IFP Advisors's Hamilton Beach Brands position peaked at $7.61K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.