WhitTier Trust Company’s NACCO Industries NC Stock Holding History

WhitTier Trust Company’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	$3.83K	Buy	+75	New	+$3.87K	﹤0.01%	1187
2017 Q4	–	Sell	-438	Closed	-$9K	–	1001
2017 Q3	$9K	Hold	438	–	–	﹤0.01%	800
2017 Q2	$7K	Hold	438	–	–	﹤0.01%	800
2017 Q1	$7K	Hold	438	–	–	﹤0.01%	810
2016 Q4	$9K	Hold	438	–	–	﹤0.01%	785
2016 Q3	$7K	Hold	438	–	–	﹤0.01%	797
2016 Q2	$6K	Hold	438	–	–	﹤0.01%	815
2016 Q1	$6K	Hold	438	–	–	﹤0.01%	819
2015 Q4	$4K	Buy	+438	New	+$4.46K	﹤0.01%	825

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

WhitTier Trust Company's NC Position: Q1 2026 in Review

WhitTier Trust Company opened a new position in NACCO Industries (NC) in Q1 2026: 75 shares worth $3.83K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings. This is a return to the name: WhitTier Trust Company previously reported a position in NC as recently as Q3 2017.

WhitTier Trust Company first reported a position in NC in Q4 2015 and has held it in 9 quarters since. The position peaked at $9K in Q3 2017. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

WhitTier Trust Company held 75 shares of NACCO Industries worth $3.83K as of Q1 2026.
NACCO Industries was a new WhitTier Trust Company position in Q1 2026.
NACCO Industries made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #1187 holding.
WhitTier Trust Company first reported a position in NACCO Industries in Q4 2015 and has held it in 9 quarters since.
WhitTier Trust Company's NACCO Industries position peaked at $9K in Q3 2017.
94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.