LFP
NAK

Lakeshore Financial Planning’s Northern Dynasty Minerals NAK Stock Holding History

Lakeshore Financial 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
2025
Q4 		– Sell
-10,000
Closed -$12K – 89
2025
Q3 		$12K Buy
+10,000
New +$10.7K ﹤0.01% 83

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BCM
Bornite Capital Management New York $795M AUM 60.32% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Lakeshore Financial Planning's NAK Position: Q4 2025 in Review

Lakeshore Financial Planning sold out of Northern Dynasty Minerals (NAK) in Q4 2025, closing a stake of 10,000 shares — an estimated $12K sold.

Lakeshore Financial Planning first reported a position in NAK in Q3 2025 and held it in 1 quarter. The position peaked at $12K in Q3 2025. 168 funds tracked by Wall St. Rank hold NAK as of Q4 2025.

  • Lakeshore Financial Planning reported no remaining Northern Dynasty Minerals position as of Q4 2025 after selling out during the quarter.
  • Lakeshore Financial Planning sold 10,000 Northern Dynasty Minerals shares in Q4 2025, an estimated $12K.
  • Lakeshore Financial Planning first reported a position in Northern Dynasty Minerals in Q3 2025 and held it in 1 quarter.
  • Lakeshore Financial Planning's Northern Dynasty Minerals position peaked at $12K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q4 2025.

Based on Lakeshore Financial Planning's 13F filing for Q4 2025, filed 17 Feb 2026.