IPA
NAK

Investment Planning Advisors’s Northern Dynasty Minerals NAK Stock Holding History

Investment Planning 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
Q2 		$20K Sell
10,440
-1,500
-13% -$3.01K ﹤0.01% 117
2026
Q1 		$16.7K Sell
11,940
-1,460
-11% -$2.54K ﹤0.01% 107
2025
Q4 		$26.4K Buy
+13,400
New +$25.9K 0.01% 95

Other funds holding NAK

KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Investment Planning Advisors's NAK Position: Q2 2026 in Review

Investment Planning Advisors reduced its Northern Dynasty Minerals (NAK) stake by 13% in Q2 2026, selling an estimated $3.01K and leaving 10,440 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #117.

Investment Planning Advisors first reported a position in NAK in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.4K in Q4 2025. 205 funds tracked by Wall St. Rank hold NAK as of Q2 2026.

  • Investment Planning Advisors held 10,440 shares of Northern Dynasty Minerals worth $20K as of Q2 2026.
  • Investment Planning Advisors sold 1,500 Northern Dynasty Minerals shares in Q2 2026, an estimated $3.01K.
  • Northern Dynasty Minerals made up ﹤0.01% of Investment Planning Advisors's portfolio in Q2 2026, its #117 holding.
  • Investment Planning Advisors first reported a position in Northern Dynasty Minerals in Q4 2025 and has held it in 3 quarters since.
  • Investment Planning Advisors's Northern Dynasty Minerals position peaked at $26.4K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.