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Basecamp Wealth Advisors’s NACCO Industries NC Stock Holding History

Basecamp Wealth 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
Q2 		$200 Buy
4
+1
+33% +$50 ﹤0.01% 1742
2026
Q1 		$156 Buy
+3
New +$155 ﹤0.01% 1898

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's NC Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its NACCO Industries (NC) stake by 33% in Q2 2026, buying an estimated $50 and bringing the position to 4 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Basecamp Wealth Advisors first reported a position in NC in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • Basecamp Wealth Advisors held 4 shares of NACCO Industries worth $200 as of Q2 2026.
  • Basecamp Wealth Advisors bought 1 NACCO Industries share in Q2 2026, an estimated $50.
  • NACCO Industries made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1742 holding.
  • Basecamp Wealth Advisors first reported a position in NACCO Industries in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.