Sterling Capital Management’s NACCO Industries NC Stock Holding History

Sterling Capital Management’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 Q1	$6.86K	Sell	132 -98	-43%	-$5.06K	﹤0.01%	2582
2025 Q4	$11.3K	Sell	230 -45	-16%	-$2.07K	﹤0.01%	2546
2025 Q3	$11.6K	Buy	275 +160	+139%	+$6.35K	﹤0.01%	2412
2025 Q2	$5.1K	Buy	115 +45	+64%	+$1.63K	﹤0.01%	2504
2025 Q1	$2.36K	Sell	70 -68	-49%	-$2.19K	﹤0.01%	2526
2024 Q4	$4.12K	Buy	138 +125	+962%	+$3.71K	﹤0.01%	2543
2024 Q3	$369	Buy	+13	New	+$367	﹤0.01%	2979
2013 Q4	–	Sell	-30,586	Closed	-$387K	–	813
2013 Q3	$387K	Buy	30,586 +2,674	+10%	+$35.5K	﹤0.01%	483
2013 Q2	$365K	Buy	+27,912	New	+$345K	﹤0.01%	365

Other funds holding NC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sterling Capital Management's NC Position: Q1 2026 in Review

Sterling Capital Management reduced its NACCO Industries (NC) stake by 43% in Q1 2026, selling an estimated $5.06K and leaving 132 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Sterling Capital Management first reported a position in NC in Q2 2013 and has held it in 9 quarters since. The position peaked at $387K in Q3 2013. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

Sterling Capital Management held 132 shares of NACCO Industries worth $6.86K as of Q1 2026.
Sterling Capital Management sold 98 NACCO Industries shares in Q1 2026, an estimated $5.06K.
NACCO Industries made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2582 holding.
Sterling Capital Management first reported a position in NACCO Industries in Q2 2013 and has held it in 9 quarters since.
Sterling Capital Management's NACCO Industries position peaked at $387K in Q3 2013.
94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.