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 Q3	$4.78K	Buy	125 +110	+733%	+$3.16K	﹤0.01%	3843
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	+$6.1K	﹤0.01%	2527
2019 Q4	–	Sell	-50	Closed	-$918	–	2953
2019 Q3	$1K	Buy	+50	New	+$773	﹤0.01%	2863

Other funds holding HBB

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

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

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

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

IFP Advisors's HBB Position: Q3 2026 in Review

IFP Advisors increased its Hamilton Beach Brands (HBB) stake by 733% in Q3 2026, buying an estimated $3.16K and bringing the position to 125 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #3843.

IFP Advisors first reported a position in HBB in Q3 2019 and has held it in 8 quarters since. The position peaked at $7.61K in Q3 2024. 18 funds tracked by Wall St. Rank hold HBB as of Q3 2026.

IFP Advisors held 125 shares of Hamilton Beach Brands worth $4.78K as of Q3 2026.
IFP Advisors bought 110 Hamilton Beach Brands shares in Q3 2026, an estimated $3.16K.
Hamilton Beach Brands made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3843 holding.
IFP Advisors first reported a position in Hamilton Beach Brands in Q3 2019 and has held it in 8 quarters since.
IFP Advisors's Hamilton Beach Brands position peaked at $7.61K in Q3 2024.
18 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.