Sowell Financial Services’s NovaGold Resources NG Stock Holding History

Sowell Financial Services’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 Q3	$328K	Buy	50,425 +125	+0.2%	+$887	0.01%	867
2026 Q2	$300K	Hold	50,300	–	–	0.01%	872
2026 Q1	$452K	Buy	50,300 +296	+0.6%	+$3.04K	0.02%	674
2025 Q4	$466K	Buy	50,004 +4	+0%	+$37	0.02%	668
2025 Q3	$440K	Hold	50,000	–	–	0.02%	666
2025 Q2	$204K	Hold	50,000	–	–	0.01%	964
2025 Q1	$146K	Buy	+50,000	New	+$161K	0.01%	954
2024 Q4	–	Sell	-50,500	Closed	-$207K	–	572
2024 Q3	$207K	Buy	+50,500	New	+$214K	0.01%	528
2023 Q3	–	Sell	-50,000	Closed	-$200K	–	577
2023 Q2	$200K	Hold	50,000	–	–	0.01%	550
2023 Q1	$311K	Sell	50,000 -632	-1%	-$3.85K	0.02%	544
2022 Q4	$303K	Buy	+50,632	New	+$270K	0.02%	486
2022 Q1	–	Sell	-50,000	Closed	-$343K	–	393
2021 Q4	$343K	Hold	50,000	–	–	0.02%	472
2021 Q3	$344K	Hold	50,000	–	–	0.02%	437
2021 Q2	$400K	Hold	50,000	–	–	0.03%	449
2021 Q1	$476K	Hold	50,000	–	–	0.02%	656
2020 Q4	$484K	Hold	50,000	–	–	0.02%	537
2020 Q3	$595K	Hold	50,000	–	–	0.03%	428
2020 Q2	$459K	Sell	50,000 -3,000	-6%	-$30.4K	0.03%	482
2020 Q1	$391K	Hold	53,000	–	–	0.03%	465
2019 Q4	$475K	Hold	53,000	–	–	0.04%	467
2019 Q3	$322K	Buy	+53,000	New	+$348K	0.03%	517
2019 Q1	$234K	Sell	56,100 -4,200	-7%	-$16.5K	0.03%	496
2018 Q4	$238K	Sell	60,300 -2,000	-3%	-$7.9K	0.03%	431
2018 Q3	$231K	Buy	+62,300	New	+$251K	0.03%	307

Other funds holding NG

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

ICM

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Sowell Financial Services's NG Position: Q3 2026 in Review

Sowell Financial Services increased its NovaGold Resources (NG) stake by 0.25% in Q3 2026, buying an estimated $887 and bringing the position to 50,425 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #867.

Sowell Financial Services first reported a position in NG in Q3 2018 and has held it in 24 quarters since. The position peaked at $595K in Q3 2020. 32 funds tracked by Wall St. Rank hold NG as of Q3 2026.

Sowell Financial Services held 50,425 shares of NovaGold Resources worth $328K as of Q3 2026.
Sowell Financial Services bought 125 NovaGold Resources shares in Q3 2026, an estimated $887.
NovaGold Resources made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #867 holding.
Sowell Financial Services first reported a position in NovaGold Resources in Q3 2018 and has held it in 24 quarters since.
Sowell Financial Services's NovaGold Resources position peaked at $595K in Q3 2020.
32 funds tracked by Wall St. Rank held NovaGold Resources as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.