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Ballentine Partners’s Warrior Met Coal HCC Stock Holding History

Ballentine Partners’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 		– Sell
-2,426
Closed -$226K – 1103
2026
Q1 		$226K Buy
2,426
+31
+1% +$2.79K ﹤0.01% 874
2025
Q4 		$211K Buy
+2,395
New +$180K ﹤0.01% 902

Other funds holding HCC

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First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Boston Partners
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GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
HP
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
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
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
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ballentine Partners's HCC Position: Q2 2026 in Review

Ballentine Partners sold out of Warrior Met Coal (HCC) in Q2 2026, closing a stake of 2,426 shares — an estimated $226K sold.

Ballentine Partners first reported a position in HCC in Q4 2025 and held it in 2 quarters. The position peaked at $226K in Q1 2026. 132 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Ballentine Partners reported no remaining Warrior Met Coal position as of Q2 2026 after selling out during the quarter.
  • Ballentine Partners sold 2,426 Warrior Met Coal shares in Q2 2026, an estimated $226K.
  • Ballentine Partners first reported a position in Warrior Met Coal in Q4 2025 and held it in 2 quarters.
  • Ballentine Partners's Warrior Met Coal position peaked at $226K in Q1 2026.
  • 132 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.