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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
Q2 		$1.5M Buy
18,791
+2,297
+14% +$208K 0.24% 43
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Strategies Group's HCC Position: Q2 2026 in Review

Financial Strategies Group increased its Warrior Met Coal (HCC) stake by 14% in Q2 2026, buying an estimated $208K and bringing the position to 18,791 shares worth $1.5M. The position accounts for 0.24% of the portfolio, ranked #43.

Financial Strategies Group first reported a position in HCC in Q1 2024 and has held it in 10 quarters since. 343 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Financial Strategies Group held 18,791 shares of Warrior Met Coal worth $1.5M as of Q2 2026.
  • Financial Strategies Group bought 2,297 Warrior Met Coal shares in Q2 2026, an estimated $208K.
  • Warrior Met Coal made up 0.24% of Financial Strategies Group's portfolio in Q2 2026, its #43 holding.
  • Financial Strategies Group first reported a position in Warrior Met Coal in Q1 2024 and has held it in 10 quarters since.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.