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Root Financial Partners’s Nordic American Tanker NAT Stock Holding History

Root Financial Partners’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 		$803 Buy
+137
New +$648 ﹤0.01% 2686
2025
Q4 		– Sell
-175
Closed -$550 – 2495
2025
Q3 		$550 Buy
+175
New +$516 ﹤0.01% 2139

Other funds holding NAT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Root Financial Partners's NAT Position: Q1 2026 in Review

Root Financial Partners opened a new position in Nordic American Tanker (NAT) in Q1 2026: 137 shares worth $803. The stake represents ﹤0.01% of the portfolio and ranks #2686 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NAT as recently as Q3 2025.

Root Financial Partners first reported a position in NAT in Q3 2025 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold NAT as of Q1 2026.

  • Root Financial Partners held 137 shares of Nordic American Tanker worth $803 as of Q1 2026.
  • Nordic American Tanker was a new Root Financial Partners position in Q1 2026.
  • Nordic American Tanker made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2686 holding.
  • Root Financial Partners first reported a position in Nordic American Tanker in Q3 2025 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.