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
Q2 		$261K Buy
3,211
+31
+1% +$2.8K 0.02% 422
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 $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 $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's HCC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Warrior Met Coal (HCC) stake by 0.97% in Q2 2026, buying an estimated $2.8K and bringing the position to 3,211 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #422.

Pinnacle Wealth Planning Services first reported a position in HCC in Q4 2020 and has held it in 4 quarters since. The position peaked at $296K in Q1 2026. 344 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,211 shares of Warrior Met Coal worth $261K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 31 Warrior Met Coal shares in Q2 2026, an estimated $2.8K.
  • Warrior Met Coal made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #422 holding.
  • Pinnacle Wealth Planning Services first reported a position in Warrior Met Coal in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Warrior Met Coal position peaked at $296K in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.