VF
HCC icon

Vest Financial’s Warrior Met Coal HCC Stock Holding History

Vest Financial’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
Q1 		– Sell
-28,198
Closed -$2.49M – 427
2025
Q4 		$2.49M Sell
28,198
-16,028
-36% -$1.2M 0.03% 306
2025
Q3 		$2.81M Sell
44,226
-9,808
-18% -$560K 0.04% 270
2025
Q2 		$2.48M Sell
54,034
-244
-0.4% -$11.3K 0.04% 251
2025
Q1 		$2.59M Buy
+54,278
New +$2.77M 0.04% 211

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Vest Financial's HCC Position: Q1 2026 in Review

Vest Financial sold out of Warrior Met Coal (HCC) in Q1 2026, closing a stake of 28,198 shares — an estimated $2.49M sold.

Vest Financial first reported a position in HCC in Q1 2025 and held it in 4 quarters. The position peaked at $2.81M in Q3 2025. 344 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Vest Financial reported no remaining Warrior Met Coal position as of Q1 2026 after selling out during the quarter.
  • Vest Financial sold 28,198 Warrior Met Coal shares in Q1 2026, an estimated $2.49M.
  • Vest Financial first reported a position in Warrior Met Coal in Q1 2025 and held it in 4 quarters.
  • Vest Financial's Warrior Met Coal position peaked at $2.81M in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.