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Circle Wealth Management’s Ramaco Resources Class A METC Stock Holding History

Circle Wealth Management’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 		$243K Hold
18,375
– – ﹤0.01% 240
2026
Q1 		$284K Sell
18,375
-900
-5% -$16K ﹤0.01% 236
2025
Q4 		$347K Buy
+19,275
New +$506K 0.01% 206

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

Circle Wealth Management's METC Position: Q2 2026 in Review

Circle Wealth Management held its Ramaco Resources Class A (METC) position steady in Q2 2026 at 18,375 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Circle Wealth Management first reported a position in METC in Q4 2025 and has held it in 3 quarters since. The position peaked at $347K in Q4 2025. 201 funds tracked by Wall St. Rank hold METC as of Q2 2026.

  • Circle Wealth Management held 18,375 shares of Ramaco Resources Class A worth $243K as of Q2 2026.
  • Circle Wealth Management left its Ramaco Resources Class A share count unchanged in Q2 2026.
  • Ramaco Resources Class A made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Circle Wealth Management first reported a position in Ramaco Resources Class A in Q4 2025 and has held it in 3 quarters since.
  • Circle Wealth Management's Ramaco Resources Class A position peaked at $347K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Ramaco Resources Class A as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.