What smart money is saying about National Australia Bank
NAB.AX
No fund has written a full thesis on National Australia Bank in our archive, but 2 fund letters report a position in it — most recently Liontrust Global Dividend Fund in June 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Every position in National Australia Bank on record in the archive was reported in Q2 2026, across 2 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 |
Fund activity · 2 positions · 2 moves
- June 2026
“We also exited Rio Tinto, Newmont, National Australia Bank, Visa, UnitedHealth and Nike, taking the total to fourteen positions sold and thirteen initiated: unusually high turnover for this Fund, and a deliberate response to the concentration above.”
National Australia Bank - June 2026
“We also exited Rio Tinto, Newmont, National Australia Bank, Visa, UnitedHealth and Nike, taking the total to fourteen positions sold and thirteen initiated: unusually high turnover for this Fund, and a deliberate response to the concentration above.”
National Australia Bank
Read the letters behind these National Australia Bank positions
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