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 Q3	$685	Hold	500	–	–	﹤0.01%	1388
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

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Cape Investment Advisory's NAK Position: Q3 2026 in Review

Cape Investment Advisory held its Northern Dynasty Minerals (NAK) position steady in Q3 2026 at 500 shares worth $685. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Cape Investment Advisory first reported a position in NAK in Q1 2023 and has held it in 13 quarters since. The position peaked at $985 in Q4 2025. 10 funds tracked by Wall St. Rank hold NAK as of Q3 2026.

Cape Investment Advisory held 500 shares of Northern Dynasty Minerals worth $685 as of Q3 2026.
Cape Investment Advisory left its Northern Dynasty Minerals share count unchanged in Q3 2026.
Northern Dynasty Minerals made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1388 holding.
Cape Investment Advisory first reported a position in Northern Dynasty Minerals in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Northern Dynasty Minerals position peaked at $985 in Q4 2025.
10 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.