Integrated Wealth Concepts’s Hamilton Beach Brands HBB Stock Holding History

Integrated Wealth Concepts’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	$3.13K	Buy	+136	New	+$2.71K	﹤0.01%	5198

Other funds holding HBB

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Integrated Wealth Concepts's HBB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Hamilton Beach Brands (HBB) in Q2 2026: 136 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #5198 among its holdings.

81 funds tracked by Wall St. Rank hold HBB as of Q2 2026.

Integrated Wealth Concepts held 136 shares of Hamilton Beach Brands worth $3.13K as of Q2 2026.
Hamilton Beach Brands was a new Integrated Wealth Concepts position in Q2 2026.
Hamilton Beach Brands made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5198 holding.
81 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.