LPL Financial
HCC icon

LPL Financial’s Warrior Met Coal HCC Stock Holding History

LPL Financial’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Buy
25,788
+11,548
+81% +$1.04M ﹤0.01% 3691
2026
Q1 		$1.33M Buy
14,240
+140
+1% +$12.6K ﹤0.01% 3896
2025
Q4 		$1.24M Sell
14,100
-5,069
-26% -$381K ﹤0.01% 3840
2025
Q3 		$1.22M Sell
19,169
-4,197
-18% -$240K ﹤0.01% 3806
2025
Q2 		$1.07M Buy
23,366
+10,072
+76% +$467K ﹤0.01% 3692
2025
Q1 		$634K Buy
13,294
+6,640
+100% +$339K ﹤0.01% 3944
2024
Q4 		$361K Buy
6,654
+1,221
+22% +$78K ﹤0.01% 4362
2024
Q3 		$347K Buy
5,433
+248
+5% +$15.4K ﹤0.01% 4305
2024
Q2 		$325K Sell
5,185
-2,183
-30% -$141K ﹤0.01% 4203
2024
Q1 		$447K Buy
7,368
+3,312
+82% +$201K ﹤0.01% 3880
2023
Q4 		$247K Sell
4,056
-7,543
-65% -$398K ﹤0.01% 4238
2023
Q3 		$592K Buy
11,599
+1,255
+12% +$52.7K ﹤0.01% 3338
2023
Q2 		$403K Sell
10,344
-16,120
-61% -$584K ﹤0.01% 3622
2023
Q1 		$971K Buy
26,464
+884
+3% +$32.7K ﹤0.01% 2776
2022
Q4 		$886K Buy
+25,580
New +$905K ﹤0.01% 2737
2021
Q4 		– Sell
-10,825
Closed -$252K – 4388
2021
Q3 		$252K Buy
+10,825
New +$219K ﹤0.01% 3788

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial's HCC Position: Q2 2026 in Review

LPL Financial increased its Warrior Met Coal (HCC) stake by 81% in Q2 2026, buying an estimated $1.04M and bringing the position to 25,788 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3691.

LPL Financial first reported a position in HCC in Q3 2021 and has held it in 16 quarters since. 153 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • LPL Financial held 25,788 shares of Warrior Met Coal worth $2.09M as of Q2 2026.
  • LPL Financial bought 11,548 Warrior Met Coal shares in Q2 2026, an estimated $1.04M.
  • Warrior Met Coal made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3691 holding.
  • LPL Financial first reported a position in Warrior Met Coal in Q3 2021 and has held it in 16 quarters since.
  • 153 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.