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Briaud Financial Planning’s Ramaco Resources Class A METC Stock Holding History

Briaud Financial Planning’s Portfolio METC Stock Details METC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,058
Closed -$24K – 362
2025
Q1 		$24K Sell
3,058
-43
-1% -$400 0.01% 115
2024
Q4 		$31K Sell
3,101
-31
-1% -$344 0.01% 99
2024
Q3 		$35K Hold
3,132
– – 0.02% 74
2024
Q2 		$37K Hold
3,132
– – 0.02% 69
2024
Q1 		$52K Buy
+3,132
New +$55.5K 0.03% 54

Other funds holding METC

YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YEPI
Yorktown Energy Partners IX New York $57.5M AUM 108.66% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Briaud Financial Planning's METC Position: Q2 2025 in Review

Briaud Financial Planning sold out of Ramaco Resources Class A (METC) in Q2 2025, closing a stake of 3,058 shares — an estimated $24K sold.

Briaud Financial Planning first reported a position in METC in Q1 2024 and held it in 5 quarters. The position peaked at $52K in Q1 2024. 145 funds tracked by Wall St. Rank hold METC as of Q2 2025.

  • Briaud Financial Planning reported no remaining Ramaco Resources Class A position as of Q2 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 3,058 Ramaco Resources Class A shares in Q2 2025, an estimated $24K.
  • Briaud Financial Planning first reported a position in Ramaco Resources Class A in Q1 2024 and held it in 5 quarters.
  • Briaud Financial Planning's Ramaco Resources Class A position peaked at $52K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held Ramaco Resources Class A as of Q2 2025.

Based on Briaud Financial Planning's 13F filing for Q2 2025, filed 31 Jul 2025.