EWA
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EverSource Wealth Advisors’s NACCO Industries NC Stock Holding History

EverSource Wealth Advisors’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 		$400 Buy
8
+4
+100% +$201 ﹤0.01% 4169
2026
Q1 		$208 Buy
4
+1
+33% +$52 ﹤0.01% 4195
2025
Q4 		$147 Hold
3
– – ﹤0.01% 4064
2025
Q3 		$126 Buy
3
+2
+200% +$79 ﹤0.01% 4169
2025
Q2 		$44 Buy
+1
New +$36 ﹤0.01% 4200

Other funds holding NC

SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LAM
LOM Asset Management Hamilton $387M AUM 44.05% 1-Year Est. Return

EverSource Wealth Advisors's NC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its NACCO Industries (NC) stake by 100% in Q2 2026, buying an estimated $201 and bringing the position to 8 shares worth $400. The position accounts for ﹤0.01% of the portfolio, ranked #4169.

EverSource Wealth Advisors first reported a position in NC in Q2 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • EverSource Wealth Advisors held 8 shares of NACCO Industries worth $400 as of Q2 2026.
  • EverSource Wealth Advisors bought 4 NACCO Industries shares in Q2 2026, an estimated $201.
  • NACCO Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4169 holding.
  • EverSource Wealth Advisors first reported a position in NACCO Industries in Q2 2025 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.