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 Q3	$146	Sell	4 -8	-67%	-$345	﹤0.01%	4923
2026 Q2	$601	Buy	12 +7	+140%	+$352	﹤0.01%	4642
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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's NC Position: Q3 2026 in Review

IFP Advisors reduced its NACCO Industries (NC) stake by 67% in Q3 2026, selling an estimated $345 and leaving 4 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #4923.

IFP Advisors first reported a position in NC in Q4 2015 and has held it in 15 quarters since. The position peaked at $13K in Q3 2017. 13 funds tracked by Wall St. Rank hold NC as of Q3 2026.

IFP Advisors held 4 shares of NACCO Industries worth $146 as of Q3 2026.
IFP Advisors sold 8 NACCO Industries shares in Q3 2026, an estimated $345.
NACCO Industries made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4923 holding.
IFP Advisors first reported a position in NACCO Industries in Q4 2015 and has held it in 15 quarters since.
IFP Advisors's NACCO Industries position peaked at $13K in Q3 2017.
13 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.