NAS
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NWF Advisory Services’s Warrior Met Coal HCC Stock Holding History

NWF Advisory Services’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
Q1 		$8.31M Buy
89,205
+1,235
+1% +$111K 0.94% 28
2025
Q4 		$7.76M Buy
87,970
+3,000
+4% +$226K 0.86% 32
2025
Q3 		$5.41M Buy
84,970
+7,320
+9% +$418K 0.59% 42
2025
Q2 		$3.56M Buy
77,650
+69,225
+822% +$3.21M 0.42% 55
2025
Q1 		$402K Sell
8,425
-1,025
-11% -$52.3K 0.06% 205
2024
Q4 		$513K Buy
+9,450
New +$604K 0.08% 135

Other funds holding HCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

NWF Advisory Services's HCC Position: Q1 2026 in Review

NWF Advisory Services increased its Warrior Met Coal (HCC) stake by 1.4% in Q1 2026, buying an estimated $111K and bringing the position to 89,205 shares worth $8.31M. The position accounts for 0.94% of the portfolio, ranked #28.

NWF Advisory Services first reported a position in HCC in Q4 2024 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • NWF Advisory Services held 89,205 shares of Warrior Met Coal worth $8.31M as of Q1 2026.
  • NWF Advisory Services bought 1,235 Warrior Met Coal shares in Q1 2026, an estimated $111K.
  • Warrior Met Coal made up 0.94% of NWF Advisory Services's portfolio in Q1 2026, its #28 holding.
  • NWF Advisory Services first reported a position in Warrior Met Coal in Q4 2024 and has held it in 6 quarters since.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.