IWC
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Integrated Wealth Concepts’s NACCO Industries NC Stock Holding History

Integrated Wealth Concepts’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 		$1.55K Buy
+31
New +$1.56K ﹤0.01% 5425

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Integrated Wealth Concepts's NC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NACCO Industries (NC) in Q2 2026: 31 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #5425 among its holdings.

92 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • Integrated Wealth Concepts held 31 shares of NACCO Industries worth $1.55K as of Q2 2026.
  • NACCO Industries was a new Integrated Wealth Concepts position in Q2 2026.
  • NACCO Industries made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5425 holding.
  • 92 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.