RFP
HBB icon

Root Financial Partners’s Hamilton Beach Brands HBB Stock Holding History

Root Financial 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
Q2 		– Sell
-6
Closed -$114 – 1590
2026
Q1 		$114 Buy
+6
New +$110 ﹤0.01% 3257

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

Root Financial Partners's HBB Position: Q2 2026 in Review

Root Financial Partners sold out of Hamilton Beach Brands (HBB) in Q2 2026, closing a stake of 6 shares — an estimated $114 sold.

Root Financial Partners first reported a position in HBB in Q1 2026 and held it in 1 quarter. The position peaked at $114 in Q1 2026. 80 funds tracked by Wall St. Rank hold HBB as of Q2 2026.

  • Root Financial Partners reported no remaining Hamilton Beach Brands position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 6 Hamilton Beach Brands shares in Q2 2026, an estimated $114.
  • Root Financial Partners first reported a position in Hamilton Beach Brands in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Hamilton Beach Brands position peaked at $114 in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.