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
Q2 		$51 Hold
1
– – ﹤0.01% 1720
2026
Q1 		$52 Buy
+1
New +$52 ﹤0.01% 1503

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

JPL Wealth Management's NC Position: Q2 2026 in Review

JPL Wealth Management held its NACCO Industries (NC) position steady in Q2 2026 at 1 share worth $51. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

JPL Wealth Management first reported a position in NC in Q1 2026 and has held it in 2 quarters since. The position peaked at $52 in Q1 2026. 92 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • JPL Wealth Management held 1 share of NACCO Industries worth $51 as of Q2 2026.
  • JPL Wealth Management left its NACCO Industries share count unchanged in Q2 2026.
  • NACCO Industries made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1720 holding.
  • JPL Wealth Management first reported a position in NACCO Industries in Q1 2026 and has held it in 2 quarters since.
  • JPL Wealth Management's NACCO Industries position peaked at $52 in Q1 2026.
  • 92 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.