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Rothschild Investment LLC’s Hamilton Beach Brands HBB Stock Holding History

Rothschild Investment LLC’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 		$138 Buy
6
+2
+50% +$40 ﹤0.01% 3487
2026
Q1 		$76 Buy
4
+2
+100% +$37 ﹤0.01% 3426
2025
Q4 		$33 Buy
+2
New +$30 ﹤0.01% 3302

Other funds holding HBB

NSIM
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Rothschild Investment LLC's HBB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Hamilton Beach Brands (HBB) stake by 50% in Q2 2026, buying an estimated $40 and bringing the position to 6 shares worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #3487.

Rothschild Investment LLC first reported a position in HBB in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold HBB as of Q2 2026.

  • Rothschild Investment LLC held 6 shares of Hamilton Beach Brands worth $138 as of Q2 2026.
  • Rothschild Investment LLC bought 2 Hamilton Beach Brands shares in Q2 2026, an estimated $40.
  • Hamilton Beach Brands made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3487 holding.
  • Rothschild Investment LLC first reported a position in Hamilton Beach Brands in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.