CFD
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Creative Financial Designs’s NACCO Industries NC Stock Holding History

Creative Financial Designs’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
2025
Q4 		– Sell
-20
Closed -$854 – 2125
2025
Q3 		$854 Hold
20
– – ﹤0.01% 1829
2025
Q2 		$892 Buy
+20
New +$725 ﹤0.01% 1800

Other funds holding NC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Creative Financial Designs's NC Position: Q4 2025 in Review

Creative Financial Designs sold out of NACCO Industries (NC) in Q4 2025, closing a stake of 20 shares — an estimated $854 sold.

Creative Financial Designs first reported a position in NC in Q2 2025 and held it in 2 quarters. The position peaked at $892 in Q2 2025. 87 funds tracked by Wall St. Rank hold NC as of Q4 2025.

  • Creative Financial Designs reported no remaining NACCO Industries position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 20 NACCO Industries shares in Q4 2025, an estimated $854.
  • Creative Financial Designs first reported a position in NACCO Industries in Q2 2025 and held it in 2 quarters.
  • Creative Financial Designs's NACCO Industries position peaked at $892 in Q2 2025.
  • 87 funds tracked by Wall St. Rank held NACCO Industries as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.