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Sterling Capital Management’s Hamilton Beach Brands HBB Stock Holding History

Sterling Capital Management’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 		$4.42K Sell
233
-173
-43% -$3.16K ﹤0.01% 2782
2025
Q4 		$6.68K Sell
406
-90
-18% -$1.36K ﹤0.01% 2790
2025
Q3 		$7.13K Buy
496
+265
+115% +$4.14K ﹤0.01% 2647
2025
Q2 		$4.13K Buy
231
+90
+64% +$1.6K ﹤0.01% 2613
2025
Q1 		$2.74K Sell
141
-142
-50% -$2.56K ﹤0.01% 2458
2024
Q4 		$4.76K Buy
283
+256
+948% +$5.92K ﹤0.01% 2484
2024
Q3 		$822 Buy
+27
New +$659 ﹤0.01% 2640

Other funds holding HBB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Sterling Capital Management's HBB Position: Q1 2026 in Review

Sterling Capital Management reduced its Hamilton Beach Brands (HBB) stake by 43% in Q1 2026, selling an estimated $3.16K and leaving 233 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Sterling Capital Management first reported a position in HBB in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.13K in Q3 2025. 77 funds tracked by Wall St. Rank hold HBB as of Q1 2026.

  • Sterling Capital Management held 233 shares of Hamilton Beach Brands worth $4.42K as of Q1 2026.
  • Sterling Capital Management sold 173 Hamilton Beach Brands shares in Q1 2026, an estimated $3.16K.
  • Hamilton Beach Brands made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2782 holding.
  • Sterling Capital Management first reported a position in Hamilton Beach Brands in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's Hamilton Beach Brands position peaked at $7.13K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.