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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's NAT Position: Q2 2026 in Review

Root Financial Partners sold out of Nordic American Tanker (NAT) in Q2 2026, closing a stake of 137 shares — an estimated $803 sold.

Root Financial Partners first reported a position in NAT in Q3 2025 and held it in 2 quarters. The position peaked at $803 in Q1 2026. 273 funds tracked by Wall St. Rank hold NAT as of Q2 2026.

  • Root Financial Partners reported no remaining Nordic American Tanker position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 137 Nordic American Tanker shares in Q2 2026, an estimated $803.
  • Root Financial Partners first reported a position in Nordic American Tanker in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Nordic American Tanker position peaked at $803 in Q1 2026.
  • 273 funds tracked by Wall St. Rank held Nordic American Tanker as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.