OC
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Optima Capital’s NACCO Industries NC Stock Holding History

Optima Capital’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 		– Sell
-18
Closed -$883 – 881
2025
Q4 		$883 Buy
+18
New +$827 ﹤0.01% 980

Other funds holding NC

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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

Optima Capital's NC Position: Q1 2026 in Review

Optima Capital sold out of NACCO Industries (NC) in Q1 2026, closing a stake of 18 shares — an estimated $883 sold.

Optima Capital first reported a position in NC in Q4 2025 and held it in 1 quarter. The position peaked at $883 in Q4 2025. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • Optima Capital reported no remaining NACCO Industries position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 18 NACCO Industries shares in Q1 2026, an estimated $883.
  • Optima Capital first reported a position in NACCO Industries in Q4 2025 and held it in 1 quarter.
  • Optima Capital's NACCO Industries position peaked at $883 in Q4 2025.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.