Empowered Funds’s NACCO Industries NC Stock Holding History

Empowered Funds’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	$2.14M	Hold	42,797	–	–	0.01%	1155
2026 Q1	$2.22M	Buy	+42,797	New	+$2.21M	0.01%	1054
2025 Q4	–	Sell	-42,797	Closed	-$1.8M	–	1589
2025 Q3	$1.8M	Buy	42,797 +1,722	+4%	+$68.3K	0.02%	966
2025 Q2	$1.82M	Buy	41,075 +2,103	+5%	+$76.2K	0.02%	867
2025 Q1	$1.31M	Buy	38,972 +2,528	+7%	+$81.5K	0.02%	911
2024 Q4	$1.09M	Buy	36,444 +1,716	+5%	+$50.9K	0.02%	948
2024 Q3	$985K	Buy	34,728 +1,742	+5%	+$49.2K	0.02%	903
2024 Q2	$913K	Buy	32,986 +2,340	+8%	+$71.1K	0.02%	889
2024 Q1	$926K	Buy	30,646 +2,275	+8%	+$77K	0.02%	907
2023 Q4	$1.04M	Buy	28,371 +2,496	+10%	+$87.5K	0.03%	756
2023 Q3	$907K	Buy	25,875 +2,054	+9%	+$69.8K	0.03%	702
2023 Q2	$826K	Buy	+23,821	New	+$814K	0.03%	667

Other funds holding NC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Empowered Funds's NC Position: Q2 2026 in Review

Empowered Funds held its NACCO Industries (NC) position steady in Q2 2026 at 42,797 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #1155.

Empowered Funds first reported a position in NC in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.22M in Q1 2026. 91 funds tracked by Wall St. Rank hold NC as of Q2 2026.

Empowered Funds held 42,797 shares of NACCO Industries worth $2.14M as of Q2 2026.
Empowered Funds left its NACCO Industries share count unchanged in Q2 2026.
NACCO Industries made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1155 holding.
Empowered Funds first reported a position in NACCO Industries in Q2 2023 and has held it in 12 quarters since.
Empowered Funds's NACCO Industries position peaked at $2.22M in Q1 2026.
91 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.