PWM
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Parkworth Wealth Management’s NACCO Industries NC Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$354 Buy
+8
New +$290 ﹤0.01% 739

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Parkworth Wealth Management's NC Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in NACCO Industries (NC) in Q2 2025: 8 shares worth $354. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings.

75 funds tracked by Wall St. Rank hold NC as of Q2 2025.

  • Parkworth Wealth Management held 8 shares of NACCO Industries worth $354 as of Q2 2025.
  • NACCO Industries was a new Parkworth Wealth Management position in Q2 2025.
  • NACCO Industries made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #739 holding.
  • 75 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.