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Root Financial Partners’s Warrior Met Coal HCC Stock Holding History

Root Financial Partners’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 		– Sell
-229
Closed -$21.3K – 1596
2026
Q1 		$21.3K Buy
229
+28
+14% +$2.52K ﹤0.01% 1295
2025
Q4 		$17.7K Buy
201
+38
+23% +$2.86K ﹤0.01% 1238
2025
Q3 		$10.4K Buy
+163
New +$9.31K ﹤0.01% 1438

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

Root Financial Partners's HCC Position: Q2 2026 in Review

Root Financial Partners sold out of Warrior Met Coal (HCC) in Q2 2026, closing a stake of 229 shares — an estimated $21.3K sold.

Root Financial Partners first reported a position in HCC in Q3 2025 and held it in 3 quarters. The position peaked at $21.3K in Q1 2026. 343 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Root Financial Partners reported no remaining Warrior Met Coal position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 229 Warrior Met Coal shares in Q2 2026, an estimated $21.3K.
  • Root Financial Partners first reported a position in Warrior Met Coal in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Warrior Met Coal position peaked at $21.3K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.