Root Financial Partners
NAT icon

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
Q3 		$7.9K Buy
+1,000
New +$6.8K ﹤0.01% 2028
2026
Q2 		– Sell
-137
Closed -$803 – 2150
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's NAT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Nordic American Tanker (NAT) in Q3 2026: 1,000 shares worth $7.9K. The stake represents ﹤0.01% of the portfolio and ranks #2028 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NAT as recently as Q1 2026.

Root Financial Partners first reported a position in NAT in Q3 2025 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold NAT as of Q3 2026.

  • Root Financial Partners held 1,000 shares of Nordic American Tanker worth $7.9K as of Q3 2026.
  • Nordic American Tanker was a new Root Financial Partners position in Q3 2026.
  • Nordic American Tanker made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2028 holding.
  • Root Financial Partners first reported a position in Nordic American Tanker in Q3 2025 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held Nordic American Tanker as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.