Farther Finance Advisors
NC icon

Farther Finance Advisors’s NACCO Industries NC Stock Holding History

Farther Finance 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
Q3 		$73 Hold
2
– – ﹤0.01% 5996
2026
Q2 		$100 Buy
2
+1
+100% +$50 ﹤0.01% 5793
2026
Q1 		$51 Hold
1
– – ﹤0.01% 5572
2025
Q4 		$49 Buy
+1
New +$46 ﹤0.01% 5352

Other funds holding NC

BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's NC Position: Q3 2026 in Review

Farther Finance Advisors held its NACCO Industries (NC) position steady in Q3 2026 at 2 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #5996.

Farther Finance Advisors first reported a position in NC in Q4 2025 and has held it in 4 quarters since. The position peaked at $100 in Q2 2026. 5 funds tracked by Wall St. Rank hold NC as of Q3 2026.

  • Farther Finance Advisors held 2 shares of NACCO Industries worth $73 as of Q3 2026.
  • Farther Finance Advisors left its NACCO Industries share count unchanged in Q3 2026.
  • NACCO Industries made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5996 holding.
  • Farther Finance Advisors first reported a position in NACCO Industries in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's NACCO Industries position peaked at $100 in Q2 2026.
  • 5 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.