WFA
NAT icon

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

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

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. 273 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.
  • 273 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.