Sequoia Financial Advisors’s NovaGold Resources NG Stock Holding History

Sequoia 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	$508K	Buy	85,040 +57	+0.1%	+$474	﹤0.01%	1332
2026 Q1	$763K	Buy	84,983 +1,559	+2%	+$16K	﹤0.01%	1021
2025 Q4	$778K	Buy	83,424 +354	+0.4%	+$3.28K	﹤0.01%	1020
2025 Q3	$731K	Hold	83,070	–	–	﹤0.01%	951
2025 Q2	$340K	Sell	83,070 -1,793	-2%	-$6.71K	﹤0.01%	1202
2025 Q1	$248K	Buy	84,863 +1,928	+2%	+$6.2K	﹤0.01%	1159
2024 Q4	$276K	Hold	82,935	–	–	﹤0.01%	1058
2024 Q3	$340K	Hold	82,935	–	–	﹤0.01%	914
2024 Q2	$287K	Hold	82,935	–	–	﹤0.01%	910
2024 Q1	$249K	Buy	82,935 +2,259	+3%	+$6.36K	﹤0.01%	946
2023 Q4	$302K	Sell	80,676 -279	-0.3%	-$1.05K	﹤0.01%	929
2023 Q3	$311K	Buy	80,955 +148	+0.2%	+$622	0.01%	679
2023 Q2	$322K	Buy	80,807 +197	+0.2%	+$1.06K	0.01%	667
2023 Q1	$501K	Hold	80,610	–	–	0.01%	457
2022 Q4	$482K	Buy	+80,610	New	+$430K	0.01%	441

Other funds holding NG

KIC

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

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 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

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

Sequoia Financial Advisors increased its NovaGold Resources (NG) stake by 0.07% in Q2 2026, buying an estimated $474 and bringing the position to 85,040 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Sequoia Financial Advisors first reported a position in NG in Q4 2022 and has held it in 15 quarters since. The position peaked at $778K in Q4 2025. 22 funds tracked by Wall St. Rank hold NG as of Q2 2026.

Sequoia Financial Advisors held 85,040 shares of NovaGold Resources worth $508K as of Q2 2026.
Sequoia Financial Advisors bought 57 NovaGold Resources shares in Q2 2026, an estimated $474.
NovaGold Resources made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1332 holding.
Sequoia Financial Advisors first reported a position in NovaGold Resources in Q4 2022 and has held it in 15 quarters since.
Sequoia Financial Advisors's NovaGold Resources position peaked at $778K in Q4 2025.
22 funds tracked by Wall St. Rank held NovaGold Resources as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.