SGI
HCC icon

Summit Global Investments’s Warrior Met Coal HCC Stock Holding History

Summit Global Investments’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 		$325K Hold
4,003
– – 0.02% 433
2026
Q1 		$373K Buy
+4,003
New +$361K 0.02% 384

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Global Investments's HCC Position: Q2 2026 in Review

Summit Global Investments held its Warrior Met Coal (HCC) position steady in Q2 2026 at 4,003 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #433.

Summit Global Investments first reported a position in HCC in Q1 2026 and has held it in 2 quarters since. The position peaked at $373K in Q1 2026. 343 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Summit Global Investments held 4,003 shares of Warrior Met Coal worth $325K as of Q2 2026.
  • Summit Global Investments left its Warrior Met Coal share count unchanged in Q2 2026.
  • Warrior Met Coal made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #433 holding.
  • Summit Global Investments first reported a position in Warrior Met Coal in Q1 2026 and has held it in 2 quarters since.
  • Summit Global Investments's Warrior Met Coal position peaked at $373K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.