IA
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IFP Advisors’s NACCO Industries NC Stock Holding History

IFP 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 		$601 Buy
12
+7
+140% +$352 ﹤0.01% 4643
2026
Q1 		$260 Sell
5
-1
-17% -$52 ﹤0.01% 4567
2025
Q4 		$294 Buy
6
+1
+20% +$46 ﹤0.01% 4408
2025
Q3 		$211 Buy
5
+4
+400% +$159 ﹤0.01% 4388
2025
Q2 		$310 Hold
1
– – ﹤0.01% 4549
2025
Q1 		$34 Hold
1
– – ﹤0.01% 4094
2024
Q4 		$30 Buy
+1
New +$30 ﹤0.01% 4380
2017
Q4 		– Sell
-657
Closed -$13K – 4000
2017
Q3 		$13K Hold
657
– – ﹤0.01% 2881
2017
Q2 		$11K Buy
657
+438
+200% +$7.32K ﹤0.01% 2951
2017
Q1 		$3K Hold
219
– – ﹤0.01% 3544
2016
Q4 		$5K Hold
219
– – ﹤0.01% 3308
2016
Q3 		$3K Hold
219
– – ﹤0.01% 3463
2016
Q2 		$3K Buy
+219
New +$2.82K ﹤0.01% 3352
2016
Q1 		– Sell
-219
Closed -$2K – 3029
2015
Q4 		$2K Buy
+219
New +$2.23K ﹤0.01% 3349

Other funds holding NC

BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's NC Position: Q2 2026 in Review

IFP Advisors increased its NACCO Industries (NC) stake by 140% in Q2 2026, buying an estimated $352 and bringing the position to 12 shares worth $601. The position accounts for ﹤0.01% of the portfolio, ranked #4643.

IFP Advisors first reported a position in NC in Q4 2015 and has held it in 14 quarters since. The position peaked at $13K in Q3 2017. 8 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • IFP Advisors held 12 shares of NACCO Industries worth $601 as of Q2 2026.
  • IFP Advisors bought 7 NACCO Industries shares in Q2 2026, an estimated $352.
  • NACCO Industries made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4643 holding.
  • IFP Advisors first reported a position in NACCO Industries in Q4 2015 and has held it in 14 quarters since.
  • IFP Advisors's NACCO Industries position peaked at $13K in Q3 2017.
  • 8 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.