CFFP
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Center for Financial Planning’s Ramaco Resources Class B METCB Stock Holding History

Center for Financial Planning’s Portfolio METCB Stock Details METCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17
Closed -$174 – 674
2026
Q1 		$174 Hold
17
– – ﹤0.01% 630
2025
Q4 		$200 Sell
17
-1
-6% -$14 ﹤0.01% 665
2025
Q3 		$287 Hold
18
– – ﹤0.01% 634
2025
Q2 		$140 Buy
18
+4
+29% +$30 ﹤0.01% 627
2025
Q1 		$93 Buy
14
+8
+133% +$67 ﹤0.01% 686
2024
Q4 		$60 Buy
+6
New +$58 ﹤0.01% 661

Other funds holding METCB

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BNA
BankChampaign National Association Champaign, Illinois $130M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Center for Financial Planning sold out of Ramaco Resources Class B (METCB) in Q2 2026, closing a stake of 17 shares — an estimated $174 sold.

Center for Financial Planning first reported a position in METCB in Q4 2024 and held it in 6 quarters. The position peaked at $287 in Q3 2025. 11 funds tracked by Wall St. Rank hold METCB as of Q2 2026.

  • Center for Financial Planning reported no remaining Ramaco Resources Class B position as of Q2 2026 after selling out during the quarter.
  • Center for Financial Planning sold 17 Ramaco Resources Class B shares in Q2 2026, an estimated $174.
  • Center for Financial Planning first reported a position in Ramaco Resources Class B in Q4 2024 and held it in 6 quarters.
  • Center for Financial Planning's Ramaco Resources Class B position peaked at $287 in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Ramaco Resources Class B as of Q2 2026.

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