Frisch Financial Group’s National Grid NGG Stock Holding History

Frisch Financial Group’s Portfolio NGG Stock Details NGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,004	Closed	-$254K	–	193
2026 Q1	$254K	Hold	3,004	–	–	0.05%	148
2025 Q4	$236K	Sell	3,004 -43	-1%	-$3.23K	0.05%	142
2025 Q3	$218K	Sell	3,047 -554	-15%	-$38.9K	0.05%	140
2025 Q2	$264K	Buy	+3,601	New	+$247K	0.06%	119

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Frisch Financial Group's NGG Position: Q2 2026 in Review

Frisch Financial Group sold out of National Grid (NGG) in Q2 2026, closing a stake of 3,004 shares — an estimated $254K sold.

Frisch Financial Group first reported a position in NGG in Q2 2025 and held it in 4 quarters. The position peaked at $264K in Q2 2025. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Frisch Financial Group reported no remaining National Grid position as of Q2 2026 after selling out during the quarter.
Frisch Financial Group sold 3,004 National Grid shares in Q2 2026, an estimated $254K.
Frisch Financial Group first reported a position in National Grid in Q2 2025 and held it in 4 quarters.
Frisch Financial Group's National Grid position peaked at $264K in Q2 2025.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.