Crossmark Global Holdings’s Warrior Met Coal HCC Stock Holding History

Crossmark Global Holdings’s Portfolio HCC Stock Details HCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$253K	Sell	3,123 -37	-1%	-$3.35K	﹤0.01%	1141
2026 Q1	$294K	Sell	3,160 -27	-0.8%	-$2.43K	﹤0.01%	1028
2025 Q4	$281K	Buy	3,187 +42	+1%	+$3.16K	﹤0.01%	1050
2025 Q3	$200K	Buy	+3,145	New	+$180K	﹤0.01%	1253
2024 Q4	–	Sell	-3,194	Closed	-$204K	–	1260
2024 Q3	$204K	Buy	+3,194	New	+$199K	﹤0.01%	1231
2024 Q2	–	Sell	-3,365	Closed	-$205K	–	1316
2024 Q1	$205K	Buy	+3,365	New	+$204K	﹤0.01%	1273

Other funds holding HCC

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Crossmark Global Holdings's HCC Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Warrior Met Coal (HCC) stake by 1.2% in Q2 2026, selling an estimated $3.35K and leaving 3,123 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Crossmark Global Holdings first reported a position in HCC in Q1 2024 and has held it in 6 quarters since. The position peaked at $294K in Q1 2026. 25 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

Crossmark Global Holdings held 3,123 shares of Warrior Met Coal worth $253K as of Q2 2026.
Crossmark Global Holdings sold 37 Warrior Met Coal shares in Q2 2026, an estimated $3.35K.
Warrior Met Coal made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1141 holding.
Crossmark Global Holdings first reported a position in Warrior Met Coal in Q1 2024 and has held it in 6 quarters since.
Crossmark Global Holdings's Warrior Met Coal position peaked at $294K in Q1 2026.
25 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.