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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

NBC Securities's HY Position: Q1 2026 in Review

NBC Securities reduced its Hyster-Yale Materials Handling (HY) stake by 34% in Q1 2026, selling an estimated $148K and leaving 8,405 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #735.

NBC Securities first reported a position in HY in Q3 2023 and has held it in 11 quarters since. The position peaked at $704K in Q2 2024. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • NBC Securities held 8,405 shares of Hyster-Yale Materials Handling worth $273K as of Q1 2026.
  • NBC Securities sold 4,300 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $148K.
  • Hyster-Yale Materials Handling made up 0.02% of NBC Securities's portfolio in Q1 2026, its #735 holding.
  • NBC Securities first reported a position in Hyster-Yale Materials Handling in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's Hyster-Yale Materials Handling position peaked at $704K in Q2 2024.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.