Lloyd Advisory Services’s NACCO Industries NC Stock Holding History

Lloyd Advisory Services’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	–	Sell	-1	Closed	-$27	–	865
2026 Q1	$27	Buy	+1	New	+$52	﹤0.01%	823

Other funds holding NC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lloyd Advisory Services's NC Position: Q2 2026 in Review

Lloyd Advisory Services sold out of NACCO Industries (NC) in Q2 2026, closing a stake of 1 share — an estimated $27 sold.

Lloyd Advisory Services first reported a position in NC in Q1 2026 and held it in 1 quarter. The position peaked at $27 in Q1 2026. 92 funds tracked by Wall St. Rank hold NC as of Q2 2026.

Lloyd Advisory Services reported no remaining NACCO Industries position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 1 NACCO Industries share in Q2 2026, an estimated $27.
Lloyd Advisory Services first reported a position in NACCO Industries in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's NACCO Industries position peaked at $27 in Q1 2026.
92 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.