Financial Strategies Group’s Warrior Met Coal HCC Stock Holding History

Financial Strategies Group’s Portfolio HCC Stock Details HCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Buy	16,494 +12	+0.1%	+$1.08K	0.24%	46
2025 Q4	$1.5M	Sell	16,482 -3,589	-18%	-$270K	0.27%	42
2025 Q3	$1.39M	Sell	20,071 -3,372	-14%	-$193K	0.27%	43
2025 Q2	$1.24M	Buy	23,443 +3,767	+19%	+$175K	0.26%	44
2025 Q1	$931K	Buy	19,676 +5,435	+38%	+$277K	0.22%	46
2024 Q4	$718K	Buy	14,241 +2,935	+26%	+$188K	0.17%	47
2024 Q3	$732K	Buy	11,306 +3,501	+45%	+$218K	0.17%	47
2024 Q2	$536K	Buy	7,805 +3,528	+82%	+$229K	0.13%	50
2024 Q1	$257K	Buy	+4,277	New	+$259K	0.07%	72

Other funds holding HCC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Financial Strategies Group's HCC Position: Q1 2026 in Review

Financial Strategies Group increased its Warrior Met Coal (HCC) stake by 0.07% in Q1 2026, buying an estimated $1.08K and bringing the position to 16,494 shares worth $1.44M. The position accounts for 0.24% of the portfolio, ranked #46.

Financial Strategies Group first reported a position in HCC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2025. 344 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

Financial Strategies Group held 16,494 shares of Warrior Met Coal worth $1.44M as of Q1 2026.
Financial Strategies Group bought 12 Warrior Met Coal shares in Q1 2026, an estimated $1.08K.
Warrior Met Coal made up 0.24% of Financial Strategies Group's portfolio in Q1 2026, its #46 holding.
Financial Strategies Group first reported a position in Warrior Met Coal in Q1 2024 and has held it in 9 quarters since.
Financial Strategies Group's Warrior Met Coal position peaked at $1.5M in Q4 2025.
344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.