Janney Montgomery Scott
HBB icon

Janney Montgomery Scott’s Hamilton Beach Brands HBB Stock Holding History

Janney Montgomery Scott’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
2025
Q3 		– Sell
-42,455
Closed -$760K – 2910
2025
Q2 		$760K Buy
42,455
+12
+0% +$213 ﹤0.01% 1770
2025
Q1 		$825K Sell
42,443
-175
-0.4% -$3.15K ﹤0.01% 1665
2024
Q4 		$717K Sell
42,618
-9,678
-19% -$224K ﹤0.01% 1771
2024
Q3 		$1.59M Buy
52,296
+10,439
+25% +$255K ﹤0.01% 1275
2024
Q2 		$720K Buy
41,857
+1,054
+3% +$21.4K ﹤0.01% 1647
2024
Q1 		$994K Buy
+40,803
New +$791K ﹤0.01% 1527

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 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

Janney Montgomery Scott's HBB Position: Q3 2025 in Review

Janney Montgomery Scott sold out of Hamilton Beach Brands (HBB) in Q3 2025, closing a stake of 42,455 shares — an estimated $760K sold.

Janney Montgomery Scott first reported a position in HBB in Q1 2024 and held it in 6 quarters. The position peaked at $1.59M in Q3 2024. 74 funds tracked by Wall St. Rank hold HBB as of Q3 2025.

  • Janney Montgomery Scott reported no remaining Hamilton Beach Brands position as of Q3 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 42,455 Hamilton Beach Brands shares in Q3 2025, an estimated $760K.
  • Janney Montgomery Scott first reported a position in Hamilton Beach Brands in Q1 2024 and held it in 6 quarters.
  • Janney Montgomery Scott's Hamilton Beach Brands position peaked at $1.59M in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q3 2025.

Based on Janney Montgomery Scott's 13F filing for Q3 2025, filed 27 Oct 2025.