CFFP
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Center for Financial Planning’s Ramaco Resources Class A METC Stock Holding History

Center for 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
2026
Q2 		– Sell
-497
Closed -$7.68K – 675
2026
Q1 		$7.68K Hold
497
– – ﹤0.01% 518
2025
Q4 		$8.95K Hold
497
– – ﹤0.01% 505
2025
Q3 		$16.5K Hold
497
– – ﹤0.01% 443
2025
Q2 		$6.53K Sell
497
-5
-1% -$48 ﹤0.01% 497
2025
Q1 		$4.09K Sell
502
-7
-1% -$65 ﹤0.01% 546
2024
Q4 		$5.1K Sell
509
-5
-1% -$56 ﹤0.01% 484
2024
Q3 		$5.82K Hold
514
– – ﹤0.01% 449
2024
Q2 		$6.19K Hold
514
– – ﹤0.01% 441
2024
Q1 		$8.37K Hold
514
– – ﹤0.01% 424
2023
Q4 		$8.54K Buy
+514
New +$7.13K ﹤0.01% 385

Other funds holding METC

DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
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
YEPX
Yorktown Energy Partners XI New York $108M AUM 57.73% 1-Year Est. Return
DC
Dayah Capital Stamford, Connecticut $297M AUM
YEPX
Yorktown Energy Partners X New York $47.6M AUM 46.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
YEPI
Yorktown Energy Partners IX New York $36.1M AUM 16.72% 1-Year Est. Return

Center for Financial Planning's METC Position: Q2 2026 in Review

Center for Financial Planning sold out of Ramaco Resources Class A (METC) in Q2 2026, closing a stake of 497 shares — an estimated $7.68K sold.

Center for Financial Planning first reported a position in METC in Q4 2023 and held it in 10 quarters. The position peaked at $16.5K in Q3 2025. 201 funds tracked by Wall St. Rank hold METC as of Q2 2026.

  • Center for Financial Planning reported no remaining Ramaco Resources Class A position as of Q2 2026 after selling out during the quarter.
  • Center for Financial Planning sold 497 Ramaco Resources Class A shares in Q2 2026, an estimated $7.68K.
  • Center for Financial Planning first reported a position in Ramaco Resources Class A in Q4 2023 and held it in 10 quarters.
  • Center for Financial Planning's Ramaco Resources Class A position peaked at $16.5K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Ramaco Resources Class A as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.