Holistic Planning’s Northern Dynasty Minerals NAK Stock Holding History

Holistic Planning’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 Q2	$21.1K	Hold	11,000	–	–	﹤0.01%	332
2026 Q1	$15.4K	Hold	11,000	–	–	﹤0.01%	291
2025 Q4	$21.7K	Hold	11,000	–	–	﹤0.01%	276
2025 Q3	$13.2K	Hold	11,000	–	–	﹤0.01%	231
2025 Q2	$14.7K	Hold	11,000	–	–	﹤0.01%	219
2025 Q1	$12.7K	Hold	11,000	–	–	﹤0.01%	190
2024 Q4	$6.4K	Hold	11,000	–	–	﹤0.01%	171
2024 Q3	$3.65K	Hold	11,000	–	–	﹤0.01%	156
2024 Q2	$3.5K	Hold	11,000	–	–	﹤0.01%	117
2024 Q1	$3.5K	Hold	11,000	–	–	﹤0.01%	118
2023 Q4	$3.56K	Buy	+11,000	New	+$3.66K	﹤0.01%	117

Other funds holding NAK

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Holistic Planning's NAK Position: Q2 2026 in Review

Holistic Planning held its Northern Dynasty Minerals (NAK) position steady in Q2 2026 at 11,000 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Holistic Planning first reported a position in NAK in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.7K in Q4 2025. 205 funds tracked by Wall St. Rank hold NAK as of Q2 2026.

Holistic Planning held 11,000 shares of Northern Dynasty Minerals worth $21.1K as of Q2 2026.
Holistic Planning left its Northern Dynasty Minerals share count unchanged in Q2 2026.
Northern Dynasty Minerals made up ﹤0.01% of Holistic Planning's portfolio in Q2 2026, its #332 holding.
Holistic Planning first reported a position in Northern Dynasty Minerals in Q4 2023 and has held it in 11 quarters since.
Holistic Planning's Northern Dynasty Minerals position peaked at $21.7K in Q4 2025.
205 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.