SFA
NG icon

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
Q1 		– Sell
-400
Closed -$964 – 2019
2025
Q4 		$964 Buy
+400
New +$3.71K ﹤0.01% 1926

Other funds holding NG

KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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

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. 26 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.
  • 26 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.