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Kovack Advisors’s NACCO Industries NC Stock Holding History

Kovack Advisors’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 		$225K Buy
4,326
+159
+4% +$8.21K 0.01% 878
2025
Q4 		$204K Buy
+4,167
New +$192K 0.01% 938

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

Kovack Advisors's NC Position: Q1 2026 in Review

Kovack Advisors increased its NACCO Industries (NC) stake by 3.8% in Q1 2026, buying an estimated $8.21K and bringing the position to 4,326 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #878.

Kovack Advisors first reported a position in NC in Q4 2025 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • Kovack Advisors held 4,326 shares of NACCO Industries worth $225K as of Q1 2026.
  • Kovack Advisors bought 159 NACCO Industries shares in Q1 2026, an estimated $8.21K.
  • NACCO Industries made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #878 holding.
  • Kovack Advisors first reported a position in NACCO Industries in Q4 2025 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.