NBC Securities
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NBC Securities’s Hyster-Yale Materials Handling HY Stock Holding History

NBC Securities’s Portfolio HY Stock Details HY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$289K Buy
9,195
+790
+9% +$26.6K 0.02% 724
2026
Q2 		$295K Hold
8,405
– – 0.02% 715
2026
Q1 		$273K Sell
8,405
-4,300
-34% -$148K 0.02% 735
2025
Q4 		$377K Sell
12,705
-500
-4% -$16.5K 0.03% 599
2025
Q3 		$487K Hold
13,205
– – 0.04% 501
2025
Q2 		$525K Buy
13,205
+1,525
+13% +$60.8K 0.04% 462
2025
Q1 		$485K Buy
11,680
+11,671
+129,678% +$580K 0.04% 463
2024
Q4 		$504 Sell
9
-10,091
-100% -$590K 0.05% 446
2024
Q3 		$644K Hold
10,100
– – 0.05% 379
2024
Q2 		$704K Buy
10,100
+3,000
+42% +$205K 0.06% 326
2024
Q1 		$455K Sell
7,100
-400
-5% -$25.7K 0.04% 465
2023
Q4 		$466K Hold
7,500
– – 0.05% 440
2023
Q3 		$334K Buy
+7,500
New +$347K 0.04% 512

Other funds holding HY

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
ValueWorks
ValueWorks New York $463M AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

NBC Securities's HY Position: Q3 2026 in Review

NBC Securities increased its Hyster-Yale Materials Handling (HY) stake by 9.4% in Q3 2026, buying an estimated $26.6K and bringing the position to 9,195 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #724.

NBC Securities first reported a position in HY in Q3 2023 and has held it in 13 quarters since. The position peaked at $704K in Q2 2024. 96 funds tracked by Wall St. Rank hold HY as of Q3 2026.

  • NBC Securities held 9,195 shares of Hyster-Yale Materials Handling worth $289K as of Q3 2026.
  • NBC Securities bought 790 Hyster-Yale Materials Handling shares in Q3 2026, an estimated $26.6K.
  • Hyster-Yale Materials Handling made up 0.02% of NBC Securities's portfolio in Q3 2026, its #724 holding.
  • NBC Securities first reported a position in Hyster-Yale Materials Handling in Q3 2023 and has held it in 13 quarters since.
  • NBC Securities's Hyster-Yale Materials Handling position peaked at $704K in Q2 2024.
  • 96 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.