Baird Financial Group
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Baird Financial Group’s NACCO Industries NC Stock Holding History

Baird Financial Group’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 		$338K Hold
6,506
– – ﹤0.01% 1600
2025
Q4 		$319K Hold
6,506
– – ﹤0.01% 1616
2025
Q3 		$274K Hold
6,506
– – ﹤0.01% 1657
2025
Q2 		$288K Hold
6,506
– – ﹤0.01% 1601
2025
Q1 		$219K Buy
+6,506
New +$210K ﹤0.01% 1668
2024
Q1 		– Sell
-6,506
Closed -$237K – 1785
2023
Q4 		$237K Hold
6,506
– – ﹤0.01% 1586
2023
Q3 		$228K Sell
6,506
-1,000
-13% -$34K ﹤0.01% 1588
2023
Q2 		$260K Sell
7,506
-10
-0.1% -$342 ﹤0.01% 1549
2023
Q1 		$271K Buy
7,516
+1,000
+15% +$37.5K ﹤0.01% 1523
2022
Q4 		$247K Buy
6,516
+10
+0.2% +$470 ﹤0.01% 1527
2022
Q3 		$306K Hold
6,506
– – ﹤0.01% 1460
2022
Q2 		$247K Hold
6,506
– – ﹤0.01% 1622
2022
Q1 		$255K Hold
6,506
– – ﹤0.01% 1685
2021
Q4 		$236K Buy
+6,506
New +$210K ﹤0.01% 1768
2020
Q1 		– Sell
-6,506
Closed -$305K – 1509
2019
Q4 		$305K Hold
6,506
– – ﹤0.01% 1321
2019
Q3 		$416K Hold
6,506
– – ﹤0.01% 1222
2019
Q2 		$338K Buy
+6,506
New +$304K ﹤0.01% 1310

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

Baird Financial Group's NC Position: Q1 2026 in Review

Baird Financial Group held its NACCO Industries (NC) position steady in Q1 2026 at 6,506 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Baird Financial Group first reported a position in NC in Q2 2019 and has held it in 17 quarters since. The position peaked at $416K in Q3 2019. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • Baird Financial Group held 6,506 shares of NACCO Industries worth $338K as of Q1 2026.
  • Baird Financial Group left its NACCO Industries share count unchanged in Q1 2026.
  • NACCO Industries made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1600 holding.
  • Baird Financial Group first reported a position in NACCO Industries in Q2 2019 and has held it in 17 quarters since.
  • Baird Financial Group's NACCO Industries position peaked at $416K in Q3 2019.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.