Creative Planning’s Ramaco Resources Class A METC Stock Holding History

Creative 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	$221K	Buy	16,703 +4,631	+38%	+$67.5K	﹤0.01%	3813
2026 Q1	$187K	Buy	12,072 +992	+9%	+$17.6K	﹤0.01%	3759
2025 Q4	$199K	Sell	11,080 -328	-3%	-$8.62K	﹤0.01%	3557
2025 Q3	$379K	Buy	+11,408	New	+$265K	﹤0.01%	2960
2025 Q1	–	Sell	-1,650	Closed	-$16.5K	–	3630
2024 Q4	$16.5K	Buy	+1,650	New	+$18.3K	﹤0.01%	3355
2022 Q2	–	Sell	-13,168	Closed	-$201K	–	2435
2022 Q1	$201K	Buy	+13,168	New	+$192K	﹤0.01%	1892

Other funds holding METC

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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 Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Creative Planning's METC Position: Q2 2026 in Review

Creative Planning increased its Ramaco Resources Class A (METC) stake by 38% in Q2 2026, buying an estimated $67.5K and bringing the position to 16,703 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #3813.

Creative Planning first reported a position in METC in Q1 2022 and has held it in 6 quarters since. The position peaked at $379K in Q3 2025. 201 funds tracked by Wall St. Rank hold METC as of Q2 2026.

Creative Planning held 16,703 shares of Ramaco Resources Class A worth $221K as of Q2 2026.
Creative Planning bought 4,631 Ramaco Resources Class A shares in Q2 2026, an estimated $67.5K.
Ramaco Resources Class A made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3813 holding.
Creative Planning first reported a position in Ramaco Resources Class A in Q1 2022 and has held it in 6 quarters since.
Creative Planning's Ramaco Resources Class A position peaked at $379K in Q3 2025.
201 funds tracked by Wall St. Rank held Ramaco Resources Class A as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.