Compass Financial Management’s New Found Gold NFGC Stock Holding History

Compass Financial Management’s Portfolio NFGC Stock Details NFGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.05M	Buy	+1,250,814	New	+$2.06M	0.22%	124

Other funds holding NFGC

Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Deer Park Road Corp Steamboat Springs, Colorado $110M AUM 26.33% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $74M AUM 15.54% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Compass Financial Management's NFGC Position: Q3 2026 in Review

Compass Financial Management opened a new position in New Found Gold (NFGC) in Q3 2026: 1,250,814 shares worth $2.05M. The stake represents 0.22% of the portfolio and ranks #124 among its holdings.

15 funds tracked by Wall St. Rank hold NFGC as of Q3 2026.

Compass Financial Management held 1,250,814 shares of New Found Gold worth $2.05M as of Q3 2026.
New Found Gold was a new Compass Financial Management position in Q3 2026.
New Found Gold made up 0.22% of Compass Financial Management's portfolio in Q3 2026, its #124 holding.
15 funds tracked by Wall St. Rank held New Found Gold as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.