Cape Investment Advisory’s Northern Dynasty Minerals NAK Stock Holding History

Cape Investment Advisory’s Portfolio NAK Stock Details NAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$960	Buy	+500	New	+$1K	﹤0.01%	1338
2026 Q1	–	Sell	-500	Closed	-$985	–	830
2025 Q4	$985	Buy	+500	New	+$965	﹤0.01%	1193
2025 Q3	–	Sell	-500	Closed	-$670	–	1051
2025 Q2	$670	Hold	500	–	–	﹤0.01%	1066
2025 Q1	$575	Hold	500	–	–	﹤0.01%	1013
2024 Q4	$291	Hold	500	–	–	﹤0.01%	1037
2024 Q3	$166	Hold	500	–	–	﹤0.01%	928
2024 Q2	$155	Hold	500	–	–	﹤0.01%	904
2024 Q1	$159	Hold	500	–	–	﹤0.01%	913
2023 Q4	$162	Hold	500	–	–	﹤0.01%	1100
2023 Q3	$163	Hold	500	–	–	﹤0.01%	901
2023 Q2	$120	Hold	500	–	–	﹤0.01%	889
2023 Q1	$119	Buy	+500	New	+$115	﹤0.01%	944

Other funds holding NAK

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cape Investment Advisory's NAK Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Northern Dynasty Minerals (NAK) in Q2 2026: 500 shares worth $960. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NAK as recently as Q4 2025.

Cape Investment Advisory first reported a position in NAK in Q1 2023 and has held it in 12 quarters since. The position peaked at $985 in Q4 2025. 205 funds tracked by Wall St. Rank hold NAK as of Q2 2026.

Cape Investment Advisory held 500 shares of Northern Dynasty Minerals worth $960 as of Q2 2026.
Northern Dynasty Minerals was a new Cape Investment Advisory position in Q2 2026.
Northern Dynasty Minerals made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1338 holding.
Cape Investment Advisory first reported a position in Northern Dynasty Minerals in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Northern Dynasty Minerals position peaked at $985 in Q4 2025.
205 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.