Root Financial Partners’s NACCO Industries NC Stock Holding History

Root Financial Partners’s Portfolio NC Stock Details NC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$104	–	2160
2026 Q1	$104	Buy	+2	New	+$103	﹤0.01%	3273

Other funds holding NC

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Root Financial Partners sold out of NACCO Industries (NC) in Q2 2026, closing a stake of 2 shares — an estimated $104 sold.

Root Financial Partners first reported a position in NC in Q1 2026 and held it in 1 quarter. The position peaked at $104 in Q1 2026. 91 funds tracked by Wall St. Rank hold NC as of Q2 2026.

Root Financial Partners reported no remaining NACCO Industries position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2 NACCO Industries shares in Q2 2026, an estimated $104.
Root Financial Partners first reported a position in NACCO Industries in Q1 2026 and held it in 1 quarter.
Root Financial Partners's NACCO Industries position peaked at $104 in Q1 2026.
91 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

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