EverSource Wealth Advisors
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EverSource Wealth Advisors’s Northern Dynasty Minerals NAK Stock Holding History

EverSource Wealth Advisors’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 		$1.4K Buy
+1,025
New +$1.62K ﹤0.01% 3882
2024
Q4 		– Sell
-2,000
Closed -$663 – 3789
2024
Q3 		$663 Buy
+2,000
New +$702 ﹤0.01% 2807

Other funds holding NAK

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $189B AUM 37.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

EverSource Wealth Advisors's NAK Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Northern Dynasty Minerals (NAK) in Q3 2026: 1,025 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #3882 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in NAK as recently as Q3 2024.

EverSource Wealth Advisors first reported a position in NAK in Q3 2024 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold NAK as of Q3 2026.

  • EverSource Wealth Advisors held 1,025 shares of Northern Dynasty Minerals worth $1.4K as of Q3 2026.
  • Northern Dynasty Minerals was a new EverSource Wealth Advisors position in Q3 2026.
  • Northern Dynasty Minerals made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3882 holding.
  • EverSource Wealth Advisors first reported a position in Northern Dynasty Minerals in Q3 2024 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.