BHWM
HCC icon

Bay Harbor Wealth Management’s Warrior Met Coal HCC Stock Holding History

Bay Harbor Wealth Management’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 		$1.05K Buy
13
+3
+30% +$271 ﹤0.01% 849
2026
Q1 		$931 Buy
10
+2
+25% +$180 ﹤0.01% 800
2025
Q4 		$705 Buy
8
+4
+100% +$301 ﹤0.01% 728
2025
Q3 		$254 Buy
4
+3
+300% +$171 ﹤0.01% 970
2025
Q2 		$45 Buy
+1
New +$46 ﹤0.01% 1204

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bay Harbor Wealth Management's HCC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Warrior Met Coal (HCC) stake by 30% in Q2 2026, buying an estimated $271 and bringing the position to 13 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Bay Harbor Wealth Management first reported a position in HCC in Q2 2025 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Bay Harbor Wealth Management held 13 shares of Warrior Met Coal worth $1.05K as of Q2 2026.
  • Bay Harbor Wealth Management bought 3 Warrior Met Coal shares in Q2 2026, an estimated $271.
  • Warrior Met Coal made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #849 holding.
  • Bay Harbor Wealth Management first reported a position in Warrior Met Coal in Q2 2025 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.