Cooper Financial Group’s NovaGold Resources NG Stock Holding History

Cooper Financial Group’s Portfolio NG Stock Details NG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$153K	Sell	23,539 -6,394	-21%	-$45.4K	0.01%	445
2026 Q2	$179K	Buy	29,933 +2,594	+9%	+$21.6K	0.01%	445
2026 Q1	$246K	Buy	+27,339	New	+$281K	0.02%	365

Other funds holding NG

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

ICM

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Cooper Financial Group's NG Position: Q3 2026 in Review

Cooper Financial Group reduced its NovaGold Resources (NG) stake by 21% in Q3 2026, selling an estimated $45.4K and leaving 23,539 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #445.

Cooper Financial Group first reported a position in NG in Q1 2026 and has held it in 3 quarters since. The position peaked at $246K in Q1 2026. 32 funds tracked by Wall St. Rank hold NG as of Q3 2026.

Cooper Financial Group held 23,539 shares of NovaGold Resources worth $153K as of Q3 2026.
Cooper Financial Group sold 6,394 NovaGold Resources shares in Q3 2026, an estimated $45.4K.
NovaGold Resources made up 0.01% of Cooper Financial Group's portfolio in Q3 2026, its #445 holding.
Cooper Financial Group first reported a position in NovaGold Resources in Q1 2026 and has held it in 3 quarters since.
Cooper Financial Group's NovaGold Resources position peaked at $246K in Q1 2026.
32 funds tracked by Wall St. Rank held NovaGold Resources as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.