Sound Income Strategies’s Northern Dynasty Minerals NAK Stock Holding History

Sound Income Strategies’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	–	Sell	-5,000	Closed	-$7.4K	–	1688
2026 Q1	$7.4K	Hold	5,000	–	–	﹤0.01%	1655
2025 Q4	$9.55K	Hold	5,000	–	–	﹤0.01%	1494
2025 Q3	$9.8K	Buy	5,000 +2,000	+67%	+$2.15K	﹤0.01%	1009
2025 Q2	$4.02K	Hold	3,000	–	–	﹤0.01%	1139
2025 Q1	$3.45K	Hold	3,000	–	–	﹤0.01%	1137
2024 Q4	$1.75K	Hold	3,000	–	–	﹤0.01%	1185
2024 Q3	$995	Hold	3,000	–	–	﹤0.01%	1248
2024 Q2	$932	Buy	+3,000	New	+$902	﹤0.01%	1210

Other funds holding NAK

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

LCM

LCM Capital Management Chicago, Illinois $230M AUM 32.83% 1-Year Est. Return

BFW

Brady Family Wealth Saint Louis, Missouri $346M AUM 21.12% 1-Year Est. Return

Sound Income Strategies's NAK Position: Q2 2026 in Review

Sound Income Strategies sold out of Northern Dynasty Minerals (NAK) in Q2 2026, closing a stake of 5,000 shares — an estimated $7.4K sold.

Sound Income Strategies first reported a position in NAK in Q2 2024 and held it in 8 quarters. The position peaked at $9.8K in Q3 2025. 77 funds tracked by Wall St. Rank hold NAK as of Q2 2026.

Sound Income Strategies reported no remaining Northern Dynasty Minerals position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 5,000 Northern Dynasty Minerals shares in Q2 2026, an estimated $7.4K.
Sound Income Strategies first reported a position in Northern Dynasty Minerals in Q2 2024 and held it in 8 quarters.
Sound Income Strategies's Northern Dynasty Minerals position peaked at $9.8K in Q3 2025.
77 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.