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JFS Wealth Advisors’s Warrior Met Coal HCC Stock Holding History

JFS Wealth Advisors’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 		$5.6K Buy
69
+11
+19% +$995 ﹤0.01% 1237
2026
Q1 		$5.4K Buy
58
+5
+9% +$450 ﹤0.01% 1170
2025
Q4 		$4.67K Buy
53
+21
+66% +$1.58K ﹤0.01% 1265
2025
Q3 		$2.04K Hold
32
– – ﹤0.01% 1437
2025
Q2 		$1.47K Sell
32
-10
-24% -$464 ﹤0.01% 1474
2025
Q1 		$2K Buy
42
+16
+62% +$817 ﹤0.01% 1463
2024
Q4 		$1.41K Hold
26
– – ﹤0.01% 1599
2024
Q3 		$1.66K Sell
26
-1
-4% -$62 ﹤0.01% 1562
2024
Q2 		$1.7K Hold
27
– – ﹤0.01% 1506
2024
Q1 		$1.64K Hold
27
– – ﹤0.01% 1516
2023
Q4 		$1.65K Buy
27
+13
+93% +$686 ﹤0.01% 1508
2023
Q3 		$716 Buy
14
+13
+1,300% +$546 ﹤0.01% 1668
2023
Q2 		$39 Hold
1
– – ﹤0.01% 1957
2023
Q1 		$37 Buy
+1
New +$37 ﹤0.01% 1932

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

JFS Wealth Advisors's HCC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Warrior Met Coal (HCC) stake by 19% in Q2 2026, buying an estimated $995 and bringing the position to 69 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

JFS Wealth Advisors first reported a position in HCC in Q1 2023 and has held it in 14 quarters since. 342 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • JFS Wealth Advisors held 69 shares of Warrior Met Coal worth $5.6K as of Q2 2026.
  • JFS Wealth Advisors bought 11 Warrior Met Coal shares in Q2 2026, an estimated $995.
  • Warrior Met Coal made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1237 holding.
  • JFS Wealth Advisors first reported a position in Warrior Met Coal in Q1 2023 and has held it in 14 quarters since.
  • 342 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.