ORG Wealth Partners’s Hamilton Beach Brands HBB Stock Holding History

ORG Wealth Partners’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 Q3	$153	Buy	+4	New	+$115	﹤0.01%	2400

Other funds holding HBB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

ORG Wealth Partners's HBB Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Hamilton Beach Brands (HBB) in Q3 2026: 4 shares worth $153. The stake represents ﹤0.01% of the portfolio and ranks #2400 among its holdings.

50 funds tracked by Wall St. Rank hold HBB as of Q3 2026.

ORG Wealth Partners held 4 shares of Hamilton Beach Brands worth $153 as of Q3 2026.
Hamilton Beach Brands was a new ORG Wealth Partners position in Q3 2026.
Hamilton Beach Brands made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2400 holding.
50 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.