Root Financial Partners
NC icon

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
Q3 		$146 Buy
+4
New +$172 ﹤0.01% 3582
2026
Q2 		– Sell
-2
Closed -$104 – 2160
2026
Q1 		$104 Buy
+2
New +$103 ﹤0.01% 3273

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Root Financial Partners opened a new position in NACCO Industries (NC) in Q3 2026: 4 shares worth $146. The stake represents ﹤0.01% of the portfolio and ranks #3582 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NC as recently as Q1 2026.

Root Financial Partners first reported a position in NC in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold NC as of Q3 2026.

  • Root Financial Partners held 4 shares of NACCO Industries worth $146 as of Q3 2026.
  • NACCO Industries was a new Root Financial Partners position in Q3 2026.
  • NACCO Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3582 holding.
  • Root Financial Partners first reported a position in NACCO Industries in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2026.

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