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 Q2	$3.55K	Hold	75	–	–	﹤0.01%	1220
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 $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WhitTier Trust Company's NC Position: Q2 2026 in Review

WhitTier Trust Company held its NACCO Industries (NC) position steady in Q2 2026 at 75 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

WhitTier Trust Company first reported a position in NC in Q4 2015 and has held it in 10 quarters since. The position peaked at $9K in Q3 2017. 91 funds tracked by Wall St. Rank hold NC as of Q2 2026.

WhitTier Trust Company held 75 shares of NACCO Industries worth $3.55K as of Q2 2026.
WhitTier Trust Company left its NACCO Industries share count unchanged in Q2 2026.
NACCO Industries made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1220 holding.
WhitTier Trust Company first reported a position in NACCO Industries in Q4 2015 and has held it in 10 quarters since.
WhitTier Trust Company's NACCO Industries position peaked at $9K in Q3 2017.
91 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.