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Kerr Financial Planning’s Ramaco Resources Class B METCB Stock Holding History

Kerr Financial Planning’s Portfolio METCB Stock Details METCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317 Hold
37
– – ﹤0.01% 502
2026
Q1 		$377 Sell
37
-1
-3% -$12 ﹤0.01% 490
2025
Q4 		$489 Sell
38
-1
-3% -$14 ﹤0.01% 471
2025
Q3 		$583 Buy
+39
New +$539 ﹤0.01% 524

Other funds holding METCB

YEPX
Yorktown Energy Partners XI New York $108M AUM 57.73% 1-Year Est. Return
YEPI
Yorktown Energy Partners IX New York $36.1M AUM 16.72% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $47.6M AUM 46.93% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Kerr Financial Planning's METCB Position: Q2 2026 in Review

Kerr Financial Planning held its Ramaco Resources Class B (METCB) position steady in Q2 2026 at 37 shares worth $317. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Kerr Financial Planning first reported a position in METCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $583 in Q3 2025. 76 funds tracked by Wall St. Rank hold METCB as of Q2 2026.

  • Kerr Financial Planning held 37 shares of Ramaco Resources Class B worth $317 as of Q2 2026.
  • Kerr Financial Planning left its Ramaco Resources Class B share count unchanged in Q2 2026.
  • Ramaco Resources Class B made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #502 holding.
  • Kerr Financial Planning first reported a position in Ramaco Resources Class B in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Ramaco Resources Class B position peaked at $583 in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Ramaco Resources Class B as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.