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West Financial Advisors’s Nordic American Tanker NAT Stock Holding History

West Financial Advisors’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 		$6.72K Buy
1,213
+40
+3% +$227 ﹤0.01% 148
2026
Q1 		$6.87K Buy
1,173
+34
+3% +$161 ﹤0.01% 145
2025
Q4 		$3.92K Buy
1,139
+75
+7% +$265 ﹤0.01% 182
2025
Q3 		$3.34K Hold
1,064
– – ﹤0.01% 157
2025
Q2 		$2.8K Buy
1,064
+26
+3% +$68 ﹤0.01% 175
2025
Q1 		$2.55K Buy
1,038
+38
+4% +$100 ﹤0.01% 174
2024
Q4 		$2.5K Buy
+1,000
New +$3.07K ﹤0.01% 174

Other funds holding NAT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

West Financial Advisors's NAT Position: Q2 2026 in Review

West Financial Advisors increased its Nordic American Tanker (NAT) stake by 3.4% in Q2 2026, buying an estimated $227 and bringing the position to 1,213 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

West Financial Advisors first reported a position in NAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.87K in Q1 2026. 35 funds tracked by Wall St. Rank hold NAT as of Q2 2026.

  • West Financial Advisors held 1,213 shares of Nordic American Tanker worth $6.72K as of Q2 2026.
  • West Financial Advisors bought 40 Nordic American Tanker shares in Q2 2026, an estimated $227.
  • Nordic American Tanker made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #148 holding.
  • West Financial Advisors first reported a position in Nordic American Tanker in Q4 2024 and has held it in 7 quarters since.
  • West Financial Advisors's Nordic American Tanker position peaked at $6.87K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Nordic American Tanker as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.