Jones Financial Companies
HCC icon

Jones Financial Companies’s Warrior Met Coal HCC Stock Holding History

Jones Financial Companies’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 		$168K Buy
2,067
+237
+13% +$21.4K ﹤0.01% 2657
2026
Q1 		$181K Buy
1,830
+1,068
+140% +$96.2K ﹤0.01% 2438
2025
Q4 		$67.2K Buy
762
+52
+7% +$3.91K ﹤0.01% 2398
2025
Q3 		$45.2K Buy
710
+694
+4,338% +$39.7K ﹤0.01% 2425
2025
Q2 		$699 Buy
+16
New +$742 ﹤0.01% 3739

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

Jones Financial Companies's HCC Position: Q2 2026 in Review

Jones Financial Companies increased its Warrior Met Coal (HCC) stake by 13% in Q2 2026, buying an estimated $21.4K and bringing the position to 2,067 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

Jones Financial Companies first reported a position in HCC in Q2 2025 and has held it in 5 quarters since. The position peaked at $181K in Q1 2026. 342 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Jones Financial Companies held 2,067 shares of Warrior Met Coal worth $168K as of Q2 2026.
  • Jones Financial Companies bought 237 Warrior Met Coal shares in Q2 2026, an estimated $21.4K.
  • Warrior Met Coal made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2657 holding.
  • Jones Financial Companies first reported a position in Warrior Met Coal in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Warrior Met Coal position peaked at $181K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.