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Ancora Advisors’s NACCO Industries NC Stock Holding History

Ancora Advisors’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
Q1 		$2.47M Buy
47,559
+3,044
+7% +$157K 0.05% 261
2025
Q4 		$2.18M Buy
44,515
+30,076
+208% +$1.38M 0.05% 287
2025
Q3 		$609K Buy
+14,439
New +$573K 0.01% 516
2020
Q3 		– Sell
-8,567
Closed -$200K – 1431
2020
Q2 		$200K Sell
8,567
-556
-6% -$15K 0.01% 591
2020
Q1 		$255K Buy
9,123
+4,181
+85% +$172K 0.01% 595
2019
Q4 		$231K Sell
4,942
-128
-3% -$6.79K 0.01% 630
2019
Q3 		$324K Hold
5,070
– – 0.01% 526
2019
Q2 		$263K Sell
5,070
-940
-16% -$43.9K 0.01% 517
2019
Q1 		$230K Sell
6,010
-50
-0.8% -$1.83K 0.01% 541
2018
Q4 		$205K Buy
6,060
+5,790
+2,144% +$191K 0.01% 554
2018
Q3 		$9K Buy
+270
New +$9.17K ﹤0.01% 1204
2017
Q4 		– Sell
-22,410
Closed -$439K – 666
2017
Q3 		$439K Buy
+22,410
New +$371K 0.03% 484
2014
Q2 		– Sell
-84,424
Closed -$1.05M – 489
2014
Q1 		$1.05M Buy
84,424
+2,333
+3% +$30.6K 0.15% 178
2013
Q4 		$1.17M Buy
82,091
+21,102
+35% +$285K 0.18% 152
2013
Q3 		$772K Buy
60,989
+9,901
+19% +$132K 0.13% 176
2013
Q2 		$669K Buy
+51,088
New +$632K 0.11% 196

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ancora Advisors's NC Position: Q1 2026 in Review

Ancora Advisors increased its NACCO Industries (NC) stake by 6.8% in Q1 2026, buying an estimated $157K and bringing the position to 47,559 shares worth $2.47M. The position accounts for 0.05% of the portfolio, ranked #261.

Ancora Advisors first reported a position in NC in Q2 2013 and has held it in 16 quarters since. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • Ancora Advisors held 47,559 shares of NACCO Industries worth $2.47M as of Q1 2026.
  • Ancora Advisors bought 3,044 NACCO Industries shares in Q1 2026, an estimated $157K.
  • NACCO Industries made up 0.05% of Ancora Advisors's portfolio in Q1 2026, its #261 holding.
  • Ancora Advisors first reported a position in NACCO Industries in Q2 2013 and has held it in 16 quarters since.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.