Raymond James Financial
HBB icon

Raymond James Financial’s Hamilton Beach Brands HBB Stock Holding History

Raymond James 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
2025
Q3 		– Sell
-150
Closed -$2.68K – 5719
2025
Q2 		$2.68K Buy
+150
New +$2.66K ﹤0.01% 6337

Other funds holding HBB

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Ameriprise
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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

Raymond James Financial's HBB Position: Q3 2025 in Review

Raymond James Financial sold out of Hamilton Beach Brands (HBB) in Q3 2025, closing a stake of 150 shares — an estimated $2.68K sold.

Raymond James Financial first reported a position in HBB in Q2 2025 and held it in 1 quarter. The position peaked at $2.68K in Q2 2025. 74 funds tracked by Wall St. Rank hold HBB as of Q3 2025.

  • Raymond James Financial reported no remaining Hamilton Beach Brands position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 150 Hamilton Beach Brands shares in Q3 2025, an estimated $2.68K.
  • Raymond James Financial first reported a position in Hamilton Beach Brands in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Hamilton Beach Brands position peaked at $2.68K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.