SFS
NAK

Sowell Financial Services’s Northern Dynasty Minerals NAK Stock Holding History

Sowell Financial Services’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 		$67.8K Buy
+35,300
New +$70.8K ﹤0.01% 1149
2021
Q2 		– Sell
-300
Closed – – 1926
2021
Q1 		$0 Hold
300
– – ﹤0.01% 3230
2020
Q4 		$0 Hold
300
– – ﹤0.01% 2801
2020
Q3 		$0 Buy
+300
New +$412 ﹤0.01% 2653

Other funds holding NAK

NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
RG
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
BFW
Brady Family Wealth Saint Louis, Missouri $346M AUM 21.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Sowell Financial Services's NAK Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Northern Dynasty Minerals (NAK) in Q2 2026: 35,300 shares worth $67.8K. The stake represents ﹤0.01% of the portfolio and ranks #1149 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in NAK as recently as Q1 2021.

Sowell Financial Services first reported a position in NAK in Q3 2020 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold NAK as of Q2 2026.

  • Sowell Financial Services held 35,300 shares of Northern Dynasty Minerals worth $67.8K as of Q2 2026.
  • Northern Dynasty Minerals was a new Sowell Financial Services position in Q2 2026.
  • Northern Dynasty Minerals made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1149 holding.
  • Sowell Financial Services first reported a position in Northern Dynasty Minerals in Q3 2020 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.