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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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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. 79 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.
  • 79 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.