Root Financial Partners
HCC icon

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
Q3 		$21.4K Buy
+243
New +$22.2K ﹤0.01% 1514
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

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Principal Financial Group
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Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
WOCP
White Oak Capital Partners Singapore $343M AUM 6.37% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Root Financial Partners's HCC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Warrior Met Coal (HCC) in Q3 2026: 243 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #1514 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HCC as recently as Q1 2026.

Root Financial Partners first reported a position in HCC in Q3 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold HCC as of Q3 2026.

  • Root Financial Partners held 243 shares of Warrior Met Coal worth $21.4K as of Q3 2026.
  • Warrior Met Coal was a new Root Financial Partners position in Q3 2026.
  • Warrior Met Coal made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1514 holding.
  • Root Financial Partners first reported a position in Warrior Met Coal in Q3 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.