PWPS
HCC icon

Pinnacle Wealth Planning Services’s Warrior Met Coal HCC Stock Holding History

Pinnacle Wealth Planning 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 		$296K Sell
3,180
-73
-2% -$6.57K 0.03% 342
2025
Q4 		$287K Buy
+3,253
New +$245K 0.03% 342
2021
Q1 		– Sell
-32
Closed -$1K – 1029
2020
Q4 		$1K Buy
+32
New +$562 ﹤0.01% 2122

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

Pinnacle Wealth Planning Services's HCC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Warrior Met Coal (HCC) stake by 2.2% in Q1 2026, selling an estimated $6.57K and leaving 3,180 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #342.

Pinnacle Wealth Planning Services first reported a position in HCC in Q4 2020 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,180 shares of Warrior Met Coal worth $296K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 73 Warrior Met Coal shares in Q1 2026, an estimated $6.57K.
  • Warrior Met Coal made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #342 holding.
  • Pinnacle Wealth Planning Services first reported a position in Warrior Met Coal in Q4 2020 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.