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Poinciana Advisors Group’s Vulcan Materials VMC Stock Holding History

Poinciana Advisors Group’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-985
Closed -$268K – 142
2026
Q1 		$268K Hold
985
– – 0.21% 93
2025
Q4 		$281K Sell
985
-12
-1% -$3.52K 0.22% 82
2025
Q3 		$307K Buy
997
+5
+0.5% +$1.42K 0.26% 69
2025
Q2 		$259K Buy
992
+7
+0.7% +$1.8K 0.23% 85
2025
Q1 		$230K Buy
+985
New +$250K 0.24% 76

Other funds holding VMC

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Poinciana Advisors Group's VMC Position: Q2 2026 in Review

Poinciana Advisors Group sold out of Vulcan Materials (VMC) in Q2 2026, closing a stake of 985 shares — an estimated $268K sold.

Poinciana Advisors Group first reported a position in VMC in Q1 2025 and held it in 5 quarters. The position peaked at $307K in Q3 2025. 558 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • Poinciana Advisors Group reported no remaining Vulcan Materials position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 985 Vulcan Materials shares in Q2 2026, an estimated $268K.
  • Poinciana Advisors Group first reported a position in Vulcan Materials in Q1 2025 and held it in 5 quarters.
  • Poinciana Advisors Group's Vulcan Materials position peaked at $307K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.