AssetMark Inc’s Warrior Met Coal HCC Stock Holding History

AssetMark Inc’s Portfolio HCC Stock Details HCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3K	Hold	16	–	–	﹤0.01%	3094
2026 Q1	$1.49K	Sell	16 -26	-62%	-$2.34K	﹤0.01%	2945
2025 Q4	$3.7K	Buy	42 +8	+24%	+$601	﹤0.01%	2567
2025 Q3	$2.16K	Hold	34	–	–	﹤0.01%	2611
2025 Q2	$1.56K	Buy	+34	New	+$1.58K	﹤0.01%	2502
2023 Q4	–	Sell	-4	Closed	-$204	–	1919
2023 Q3	$204	Buy	+4	New	+$168	﹤0.01%	1625

Other funds holding HCC

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AssetMark Inc's HCC Position: Q2 2026 in Review

AssetMark Inc held its Warrior Met Coal (HCC) position steady in Q2 2026 at 16 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3094.

AssetMark Inc first reported a position in HCC in Q3 2023 and has held it in 6 quarters since. The position peaked at $3.7K in Q4 2025. 129 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

AssetMark Inc held 16 shares of Warrior Met Coal worth $1.3K as of Q2 2026.
AssetMark Inc left its Warrior Met Coal share count unchanged in Q2 2026.
Warrior Met Coal made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3094 holding.
AssetMark Inc first reported a position in Warrior Met Coal in Q3 2023 and has held it in 6 quarters since.
AssetMark Inc's Warrior Met Coal position peaked at $3.7K in Q4 2025.
129 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.