JWM
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JPL Wealth Management’s NACCO Industries NC Stock Holding History

JPL Wealth Management’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
Q1 		$52 Buy
+1
New +$52 ﹤0.01% 1503

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JPL Wealth Management's NC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in NACCO Industries (NC) in Q1 2026: 1 share worth $52. The stake represents ﹤0.01% of the portfolio and ranks #1503 among its holdings.

94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • JPL Wealth Management held 1 share of NACCO Industries worth $52 as of Q1 2026.
  • NACCO Industries was a new JPL Wealth Management position in Q1 2026.
  • NACCO Industries made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1503 holding.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.