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 Q1	$114	Buy	+6	New	+$110	﹤0.01%	3257

Other funds holding HBB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's HBB Position: Q1 2026 in Review

Root Financial Partners opened a new position in Hamilton Beach Brands (HBB) in Q1 2026: 6 shares worth $114. The stake represents ﹤0.01% of the portfolio and ranks #3257 among its holdings.

77 funds tracked by Wall St. Rank hold HBB as of Q1 2026.

Root Financial Partners held 6 shares of Hamilton Beach Brands worth $114 as of Q1 2026.
Hamilton Beach Brands was a new Root Financial Partners position in Q1 2026.
Hamilton Beach Brands made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3257 holding.
77 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.