IFC & Insurance Marketing’s Northern Dynasty Minerals NAK Stock Holding History

IFC & Insurance Marketing’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	$21.3K	Buy	11,115 +750	+7%	+$1.5K	0.02%	78
2026 Q1	$14.5K	Buy	10,365 +5,365	+107%	+$9.33K	0.02%	71
2025 Q4	$10K	Buy	+5,000	New	+$9.65K	0.01%	405

Other funds holding NAK

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Brady Family Wealth Saint Louis, Missouri $346M AUM 21.12% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Sage Investment Advisers Wappingers Falls, New York $149M AUM

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return