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Allworth Financial’s NACCO Industries NC Stock Holding History

Allworth Financial’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35K Buy
27
+20
+286% +$1K ﹤0.01% 4642
2026
Q1 		$364 Buy
+7
New +$361 ﹤0.01% 4805

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Allworth Financial's NC Position: Q2 2026 in Review

Allworth Financial increased its NACCO Industries (NC) stake by 286% in Q2 2026, buying an estimated $1K and bringing the position to 27 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #4642.

Allworth Financial first reported a position in NC in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • Allworth Financial held 27 shares of NACCO Industries worth $1.35K as of Q2 2026.
  • Allworth Financial bought 20 NACCO Industries shares in Q2 2026, an estimated $1K.
  • NACCO Industries made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4642 holding.
  • Allworth Financial first reported a position in NACCO Industries in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.