Carson Wealth (CWM LLC)
NAK

Carson Wealth (CWM LLC)’s Northern Dynasty Minerals NAK Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$181 Hold
129
– – ﹤0.01% 5539
2025
Q4 		$0 Sell
129
-1,871
-94% -$3.61K ﹤0.01% 5540
2025
Q3 		$2K Hold
2,000
– – ﹤0.01% 5023
2025
Q2 		$3K Hold
2,000
– – ﹤0.01% 4790
2025
Q1 		$2K Hold
2,000
– – ﹤0.01% 4785
2024
Q4 		$1K Buy
+2,000
New +$892 ﹤0.01% 4753
2017
Q2 		– Sell
-800
Closed -$1K – 1267
2017
Q1 		$1K Buy
+800
New +$1.64K ﹤0.01% 1079

Other funds holding NAK

KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Stenahm Asset Management Guernsey $140M AUM 20.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NAK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Northern Dynasty Minerals (NAK) position steady in Q1 2026 at 129 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #5539.

Carson Wealth (CWM LLC) first reported a position in NAK in Q1 2017 and has held it in 7 quarters since. The position peaked at $3K in Q2 2025. 194 funds tracked by Wall St. Rank hold NAK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 129 shares of Northern Dynasty Minerals worth $181 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Northern Dynasty Minerals share count unchanged in Q1 2026.
  • Northern Dynasty Minerals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5539 holding.
  • Carson Wealth (CWM LLC) first reported a position in Northern Dynasty Minerals in Q1 2017 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Northern Dynasty Minerals position peaked at $3K in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.