Jones Financial Companies’s Nordic American Tanker NAT Stock Holding History

Jones Financial Companies’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 Q2	$194K	Buy	33,235 +18,806	+130%	+$106K	﹤0.01%	2591
2026 Q1	$81.7K	Buy	14,429 +8,629	+149%	+$40.8K	﹤0.01%	2751
2025 Q4	$20K	Buy	5,800 +11	+0.2%	+$39	﹤0.01%	2933
2025 Q3	$18.5K	Buy	5,789 +1,039	+22%	+$3.07K	﹤0.01%	2838
2025 Q2	$12.8K	Sell	4,750 -693	-13%	-$1.81K	﹤0.01%	2780
2025 Q1	$13.7K	Buy	5,443 +1,624	+43%	+$4.28K	﹤0.01%	2577
2024 Q4	$9.55K	Buy	3,819 +3,200	+517%	+$9.83K	﹤0.01%	2539
2024 Q3	$2.25K	Hold	619	–	–	﹤0.01%	2652
2024 Q2	$2.46K	Buy	+619	New	+$2.49K	﹤0.01%	2116

Other funds holding NAT

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Jones Financial Companies's NAT Position: Q2 2026 in Review

Jones Financial Companies increased its Nordic American Tanker (NAT) stake by 130% in Q2 2026, buying an estimated $106K and bringing the position to 33,235 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

Jones Financial Companies first reported a position in NAT in Q2 2024 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold NAT as of Q2 2026.

Jones Financial Companies held 33,235 shares of Nordic American Tanker worth $194K as of Q2 2026.
Jones Financial Companies bought 18,806 Nordic American Tanker shares in Q2 2026, an estimated $106K.
Nordic American Tanker made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2591 holding.
Jones Financial Companies first reported a position in Nordic American Tanker in Q2 2024 and has held it in 9 quarters since.
273 funds tracked by Wall St. Rank held Nordic American Tanker as of Q2 2026.

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