Center for Financial Planning’s Nordic American Tanker NAT Stock Holding History

Center for Financial Planning’s Portfolio NAT Stock Details NAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.47K	Hold	250	–	–	﹤0.01%	592
2025 Q4	$860	Hold	250	–	–	﹤0.01%	642
2025 Q3	$785	Hold	250	–	–	﹤0.01%	622
2025 Q2	$658	Hold	250	–	–	﹤0.01%	609
2025 Q1	$615	Hold	250	–	–	﹤0.01%	661
2024 Q4	$625	Hold	250	–	–	﹤0.01%	624
2024 Q3	$918	Hold	250	–	–	﹤0.01%	521
2024 Q2	$995	Hold	250	–	–	﹤0.01%	529
2024 Q1	$980	Hold	250	–	–	﹤0.01%	557
2023 Q4	$1.05K	Hold	250	–	–	﹤0.01%	481
2023 Q3	$1.03K	Hold	250	–	–	﹤0.01%	479
2023 Q2	$918	Hold	250	–	–	﹤0.01%	525
2023 Q1	$990	Hold	250	–	–	﹤0.01%	481
2022 Q4	$765	Hold	250	–	–	﹤0.01%	492
2022 Q3	$1K	Hold	250	–	–	﹤0.01%	607
2022 Q2	$1K	Hold	250	–	–	﹤0.01%	505
2022 Q1	$1K	Hold	250	–	–	﹤0.01%	509
2021 Q4	$0	Hold	250	–	–	﹤0.01%	552
2021 Q3	$1K	Hold	250	–	–	﹤0.01%	476
2021 Q2	$1K	Hold	250	–	–	﹤0.01%	480
2021 Q1	$1K	Hold	250	–	–	﹤0.01%	512
2020 Q4	$1K	Hold	250	–	–	﹤0.01%	454
2020 Q3	$1K	Hold	250	–	–	﹤0.01%	428
2020 Q2	$1K	Buy	+250	New	+$1.18K	﹤0.01%	431

Other funds holding NAT

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Center for Financial Planning's NAT Position: Q1 2026 in Review

Center for Financial Planning held its Nordic American Tanker (NAT) position steady in Q1 2026 at 250 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Center for Financial Planning first reported a position in NAT in Q2 2020 and has held it in 24 quarters since. 239 funds tracked by Wall St. Rank hold NAT as of Q1 2026.

Center for Financial Planning held 250 shares of Nordic American Tanker worth $1.47K as of Q1 2026.
Center for Financial Planning left its Nordic American Tanker share count unchanged in Q1 2026.
Nordic American Tanker made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #592 holding.
Center for Financial Planning first reported a position in Nordic American Tanker in Q2 2020 and has held it in 24 quarters since.
239 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.