KA
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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
Q2 		$217K Buy
4,333
+7
+0.2% +$352 0.01% 970
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 $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

Kovack Advisors's NC Position: Q2 2026 in Review

Kovack Advisors increased its NACCO Industries (NC) stake by 0.16% in Q2 2026, buying an estimated $352 and bringing the position to 4,333 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #970.

Kovack Advisors first reported a position in NC in Q4 2025 and has held it in 3 quarters since. The position peaked at $225K in Q1 2026. 91 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • Kovack Advisors held 4,333 shares of NACCO Industries worth $217K as of Q2 2026.
  • Kovack Advisors bought 7 NACCO Industries shares in Q2 2026, an estimated $352.
  • NACCO Industries made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #970 holding.
  • Kovack Advisors first reported a position in NACCO Industries in Q4 2025 and has held it in 3 quarters since.
  • Kovack Advisors's NACCO Industries position peaked at $225K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.