LPL Financial
HBB icon

LPL Financial’s Hamilton Beach Brands HBB Stock Holding History

LPL Financial’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 		$222K Buy
+9,643
New +$192K ﹤0.01% 5684

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

LPL Financial's HBB Position: Q2 2026 in Review

LPL Financial opened a new position in Hamilton Beach Brands (HBB) in Q2 2026: 9,643 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #5684 among its holdings.

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

  • LPL Financial held 9,643 shares of Hamilton Beach Brands worth $222K as of Q2 2026.
  • Hamilton Beach Brands was a new LPL Financial position in Q2 2026.
  • Hamilton Beach Brands made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5684 holding.
  • 81 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.