Quattro Financial Advisors’s NovaGold Resources NG Stock Holding History

Quattro Financial Advisors’s Portfolio NG Stock Details NG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$288K	Hold	48,310	–	–	0.06%	85
2026 Q1	$434K	Hold	48,310	–	–	0.13%	75
2025 Q4	$450K	Hold	48,310	–	–	0.13%	68
2025 Q3	$425K	Hold	48,310	–	–	0.13%	66
2025 Q2	$198K	Hold	48,310	–	–	0.07%	78
2025 Q1	$141K	Hold	48,310	–	–	0.05%	81
2024 Q4	$158K	Hold	48,310	–	–	0.04%	81
2024 Q3	$168K	Hold	48,310	–	–	0.05%	73
2024 Q2	$167K	Hold	48,310	–	–	0.04%	71
2024 Q1	$145K	Buy	+48,310	New	+$136K	0.04%	75
2023 Q4	–	Sell	-48,310	Closed	-$186K	–	86
2023 Q3	$186K	Hold	48,310	–	–	0.08%	77
2023 Q2	$193K	Buy	+48,310	New	+$260K	0.08%	79

Other funds holding NG

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Quattro Financial Advisors's NG Position: Q2 2026 in Review

Quattro Financial Advisors held its NovaGold Resources (NG) position steady in Q2 2026 at 48,310 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #85.

Quattro Financial Advisors first reported a position in NG in Q2 2023 and has held it in 12 quarters since. The position peaked at $450K in Q4 2025. 22 funds tracked by Wall St. Rank hold NG as of Q2 2026.

Quattro Financial Advisors held 48,310 shares of NovaGold Resources worth $288K as of Q2 2026.
Quattro Financial Advisors left its NovaGold Resources share count unchanged in Q2 2026.
NovaGold Resources made up 0.06% of Quattro Financial Advisors's portfolio in Q2 2026, its #85 holding.
Quattro Financial Advisors first reported a position in NovaGold Resources in Q2 2023 and has held it in 12 quarters since.
Quattro Financial Advisors's NovaGold Resources position peaked at $450K in Q4 2025.
22 funds tracked by Wall St. Rank held NovaGold Resources as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.