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 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 $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Empowered Funds's NC Position: Q1 2026 in Review

Empowered Funds opened a new position in NACCO Industries (NC) in Q1 2026: 42,797 shares worth $2.22M. The stake represents 0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Empowered Funds previously reported a position in NC as recently as Q3 2025.

Empowered Funds first reported a position in NC in Q2 2023 and has held it in 11 quarters since. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

Empowered Funds held 42,797 shares of NACCO Industries worth $2.22M as of Q1 2026.
NACCO Industries was a new Empowered Funds position in Q1 2026.
NACCO Industries made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1054 holding.
Empowered Funds first reported a position in NACCO Industries in Q2 2023 and has held it in 11 quarters since.
94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.