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Concord Wealth Partners’s NACCO Industries NC Stock Holding History

Concord Wealth Partners’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-50
Closed -$2.45K – 583
2025
Q4 		$2.45K Hold
50
– – ﹤0.01% 694
2025
Q3 		$2.11K Hold
50
– – ﹤0.01% 708
2025
Q2 		$2.22K Hold
50
– – ﹤0.01% 712
2025
Q1 		$1.69K Hold
50
– – ﹤0.01% 692
2024
Q4 		$1.49K Hold
50
– – ﹤0.01% 741
2024
Q3 		$1.42K Hold
50
– – ﹤0.01% 789
2024
Q2 		$1.38K Hold
50
– – ﹤0.01% 699
2024
Q1 		$1.51K Hold
50
– – ﹤0.01% 772
2023
Q4 		$1.82K Hold
50
– – ﹤0.01% 720
2023
Q3 		$1.75K Hold
50
– – ﹤0.01% 886
2023
Q2 		$1.73K Hold
50
– – ﹤0.01% 891
2023
Q1 		$1.8K Hold
50
– – ﹤0.01% 828
2022
Q4 		$1.9K Buy
+50
New +$2.35K ﹤0.01% 947
2022
Q3 		– Sell
-50
Closed -$2K – 764
2022
Q2 		$2K Hold
50
– – ﹤0.01% 1038
2022
Q1 		$2K Hold
50
– – ﹤0.01% 1113
2021
Q4 		$2K Hold
50
– – ﹤0.01% 1140
2021
Q3 		$1K Hold
50
– – ﹤0.01% 852
2021
Q2 		$1K Hold
50
– – ﹤0.01% 989
2021
Q1 		$1K Hold
50
– – ﹤0.01% 931
2020
Q4 		$1K Buy
+50
New +$1.19K ﹤0.01% 639

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Concord Wealth Partners's NC Position: Q1 2026 in Review

Concord Wealth Partners sold out of NACCO Industries (NC) in Q1 2026, closing a stake of 50 shares — an estimated $2.45K sold.

Concord Wealth Partners first reported a position in NC in Q4 2020 and held it in 20 quarters. The position peaked at $2.45K in Q4 2025. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • Concord Wealth Partners reported no remaining NACCO Industries position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 50 NACCO Industries shares in Q1 2026, an estimated $2.45K.
  • Concord Wealth Partners first reported a position in NACCO Industries in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's NACCO Industries position peaked at $2.45K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.