CP
NAB

Canopy Partners’s NATL AUSTRALIA BK LTD ADS5 NAB Stock Holding History

Canopy Partners’s Portfolio NAB Stock Details NAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$307K Sell
23,504
-402
-2% -$5.25K 0.09% 177
2026
Q1 		$346K Buy
23,906
+82
+0.3% +$1.19K 0.12% 151
2025
Q4 		$335K Sell
23,824
-344
-1% -$4.84K 0.11% 152
2025
Q3 		$353K Buy
24,168
+344
+1% +$5.02K 0.12% 145
2025
Q2 		$309K Buy
23,824
+466
+2% +$6.05K 0.11% 150
2025
Q1 		$251K Sell
23,358
-372
-2% -$4K 0.1% 164
2024
Q4 		$271K Sell
23,730
-436
-2% -$4.99K 0.1% 150
2024
Q3 		$312K Sell
24,166
-510
-2% -$6.58K 0.13% 134
2024
Q2 		$296K Buy
24,676
+6
+0% +$72 0.14% 134
2024
Q1 		$281K Buy
24,670
+3,566
+17% +$40.6K 0.14% 136
2023
Q4 		$220K Buy
+21,104
New +$220K 0.13% 141

Other funds holding NAB

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return

Canopy Partners's NAB Position: Q2 2026 in Review

Canopy Partners reduced its NATL AUSTRALIA BK LTD ADS5 (NAB) stake by 1.7% in Q2 2026, selling an estimated $5.25K and leaving 23,504 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #177.

Canopy Partners first reported a position in NAB in Q4 2023 and has held it in 11 quarters since. The position peaked at $353K in Q3 2025. 6 funds tracked by Wall St. Rank hold NAB as of Q2 2026.

  • Canopy Partners held 23,504 shares of NATL AUSTRALIA BK LTD ADS5 worth $307K as of Q2 2026.
  • Canopy Partners sold 402 NATL AUSTRALIA BK LTD ADS5 shares in Q2 2026, an estimated $5.25K.
  • NATL AUSTRALIA BK LTD ADS5 made up 0.09% of Canopy Partners's portfolio in Q2 2026, its #177 holding.
  • Canopy Partners first reported a position in NATL AUSTRALIA BK LTD ADS5 in Q4 2023 and has held it in 11 quarters since.
  • Canopy Partners's NATL AUSTRALIA BK LTD ADS5 position peaked at $353K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held NATL AUSTRALIA BK LTD ADS5 as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.