Curbstone Financial Management Corp’s NACCO Industries NC Stock Holding History

Curbstone Financial Management Corp’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 Q2	–	Sell	-57,542	Closed	-$2.99M	–	218
2026 Q1	$2.99M	Hold	57,542	–	–	0.57%	44
2025 Q4	$2.82M	Hold	57,542	–	–	0.54%	46
2025 Q3	$2.43M	Hold	57,542	–	–	0.47%	53
2025 Q2	$2.55M	Hold	57,542	–	–	0.52%	47
2025 Q1	$1.94M	Hold	57,542	–	–	0.41%	60
2024 Q4	$1.72M	Hold	57,542	–	–	0.36%	68
2024 Q3	$1.63M	Hold	57,542	–	–	0.35%	76
2024 Q2	$1.59M	Hold	57,542	–	–	0.35%	73
2024 Q1	$1.74M	Hold	57,542	–	–	0.38%	72
2023 Q4	$2.1M	Hold	57,542	–	–	0.48%	58
2023 Q3	$2.02M	Buy	57,542 +31,766	+123%	+$1.08M	0.5%	52
2023 Q2	$893K	Hold	25,776	–	–	0.21%	109
2023 Q1	$930K	Hold	25,776	–	–	0.23%	104
2022 Q4	$979K	Hold	25,776	–	–	0.24%	99
2022 Q3	$1.21M	Hold	25,776	–	–	0.3%	86
2022 Q2	$977K	Hold	25,776	–	–	0.23%	102
2022 Q1	$1.01M	Hold	25,776	–	–	0.19%	116
2021 Q4	$935K	Hold	25,776	–	–	0.17%	132
2021 Q3	$769K	Hold	25,776	–	–	0.15%	140
2021 Q2	$671K	Hold	25,776	–	–	0.13%	154
2021 Q1	$643K	Hold	25,776	–	–	0.13%	149
2020 Q4	$678K	Sell	25,776 -8,858	-26%	-$210K	0.14%	135
2020 Q3	$631K	Hold	34,634	–	–	0.15%	135
2020 Q2	$807K	Hold	34,634	–	–	0.21%	111
2020 Q1	$969K	Sell	34,634 -1,032	-3%	-$42.5K	0.29%	86
2019 Q4	$1.67M	Hold	35,666	–	–	0.4%	70
2019 Q3	$2.28M	Hold	35,666	–	–	0.59%	50
2019 Q2	$1.85M	Sell	35,666 -3,000	-8%	-$140K	0.49%	57
2019 Q1	$1.48M	Sell	38,666 -600	-2%	-$21.9K	0.4%	70
2018 Q4	$1.33M	Hold	39,266	–	–	0.4%	72
2018 Q3	$1.29M	Buy	39,266 +612	+2%	+$20.8K	0.34%	80
2018 Q2	$1.3M	Hold	38,654	–	–	0.36%	77
2018 Q1	$1.27M	Buy	38,654 +19,327	+100%	+$779K	0.36%	75
2017 Q4	$728K	Sell	19,327 -142,946	-88%	-$5.74M	0.4%	73
2017 Q3	$3.18M	Buy	162,273 +82,463	+103%	+$1.36M	0.92%	26
2017 Q2	$1.29M	Buy	79,810 +1,344	+2%	+$22.5K	0.78%	33
2017 Q1	$1.25M	Sell	78,466 -942	-1%	-$15.7K	0.77%	38
2016 Q4	$1.64M	Sell	79,408 -77,061	-49%	-$1.47M	1.04%	22
2016 Q3	$2.43M	Buy	156,469 +3,186	+2%	+$45.7K	0.78%	36
2016 Q2	$1.96M	Buy	153,283 +3,686	+2%	+$47.5K	0.66%	45
2016 Q1	$1.96M	Sell	149,597 -1,059	-0.7%	-$11.7K	0.66%	43
2015 Q4	$1.45M	Buy	150,656 +76,400	+103%	+$778K	0.5%	58
2015 Q3	$807K	Buy	74,256 +652	+0.9%	+$8.02K	0.59%	50
2015 Q2	$1.02M	Buy	73,604 +8,347	+13%	+$107K	0.68%	43
2015 Q1	$790K	Hold	65,257	–	–	0.53%	56
2014 Q4	$885K	Buy	65,257 +6,907	+12%	+$88.8K	0.68%	42
2014 Q3	$663K	Hold	58,350	–	–	0.52%	56
2014 Q2	$675K	Hold	58,350	–	–	0.52%	56
2014 Q1	$723K	Buy	+58,350	New	+$766K	0.59%	51

Other funds holding NC

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Curbstone Financial Management Corp's NC Position: Q2 2026 in Review

Curbstone Financial Management Corp sold out of NACCO Industries (NC) in Q2 2026, closing a stake of 57,542 shares — an estimated $2.99M sold.

Curbstone Financial Management Corp first reported a position in NC in Q1 2014 and held it in 49 quarters. The position peaked at $3.18M in Q3 2017. 6 funds tracked by Wall St. Rank hold NC as of Q2 2026.

Curbstone Financial Management Corp reported no remaining NACCO Industries position as of Q2 2026 after selling out during the quarter.
Curbstone Financial Management Corp sold 57,542 NACCO Industries shares in Q2 2026, an estimated $2.99M.
Curbstone Financial Management Corp first reported a position in NACCO Industries in Q1 2014 and held it in 49 quarters.
Curbstone Financial Management Corp's NACCO Industries position peaked at $3.18M in Q3 2017.
6 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.