VisionPoint Advisory Group’s Warrior Met Coal HCC Stock Holding History

VisionPoint Advisory Group’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 Q3	$394K	Sell	4,473 -587	-12%	-$53.5K	0.06%	288
2026 Q2	$411K	Sell	5,060 -322	-6%	-$29.1K	0.07%	288
2026 Q1	$501K	Sell	5,382 -45	-0.8%	-$4.05K	0.09%	218
2025 Q4	$478K	Sell	5,427 -28	-0.5%	-$2.1K	0.09%	217
2025 Q3	$347K	Sell	5,455 -148	-3%	-$8.46K	0.07%	271
2025 Q2	$257K	Buy	+5,603	New	+$260K	0.06%	300

Other funds holding HCC

OKSA

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

VisionPoint Advisory Group's HCC Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Warrior Met Coal (HCC) stake by 12% in Q3 2026, selling an estimated $53.5K and leaving 4,473 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #288.

VisionPoint Advisory Group first reported a position in HCC in Q2 2025 and has held it in 6 quarters since. The position peaked at $501K in Q1 2026. 10 funds tracked by Wall St. Rank hold HCC as of Q3 2026.

VisionPoint Advisory Group held 4,473 shares of Warrior Met Coal worth $394K as of Q3 2026.
VisionPoint Advisory Group sold 587 Warrior Met Coal shares in Q3 2026, an estimated $53.5K.
Warrior Met Coal made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #288 holding.
VisionPoint Advisory Group first reported a position in Warrior Met Coal in Q2 2025 and has held it in 6 quarters since.
VisionPoint Advisory Group's Warrior Met Coal position peaked at $501K in Q1 2026.
10 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.