Sequoia Financial Advisors, LLC NG — NOVAGOLD RES INC

Ownership history in Sequoia Financial Advisors, LLC  ·  16 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported NOVAGOLD RES INC (NG) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows NG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in NOVAGOLD RES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NG stock page Sequoia Financial Advisors, LLC fund profile Sequoia Financial Advisors, LLC full holdings
How Sequoia Financial Advisors, LLC held NG — position size vs. price
% of Fund (quarterly)    NG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 85,040 +57 +0.1% 0.00% $508K 2026-07-17 $5.18
2026 Q1 ADDED — — — 84,983 +1,559 +1.9% 0.00% $763K 2026-04-30 $8.06
2025 Q4 ADDED — — — 83,424 +83,024 +20756.0% 0.00% $778K 2026-02-03 $9.16
2025 Q4 REDUCED 99.5% -3.6% ✅ 400 -82,670 -99.5% 0.00% $964 2026-02-03 $9.16
2025 Q3 UNCHANGED — — — 83,070 — 0% 0.00% $731K 2025-10-29 $8.10
2025 Q2 REDUCED — — — 83,070 -1,793 -2.1% 0.00% $340K 2025-07-25 $5.36
2025 Q1 ADDED — — — 84,863 +1,928 +2.3% 0.00% $248K 2025-04-23 $4.67
2024 Q4 UNCHANGED — — — 82,935 — 0% 0.00% $276K 2025-02-07 $3.17
2024 Q3 UNCHANGED — — — 82,935 — 0% 0.00% $340K 2024-10-21 $3.84
2024 Q2 UNCHANGED — — — 82,935 — 0% 0.00% $287K 2024-07-15 $4.25
2024 Q1 ADDED — — — 82,935 +2,259 +2.8% 0.00% $249K 2024-04-30 $2.90
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NG

As of 2026 Q2 — sorted by position size

KEATING INVESTMENT COUNSELORS INC 3Y 7Y 0.12% Significant Wealth Partners LLC 0.11% Nova R Wealth, Inc. 3Y 0.07% QUATTRO FINANCIAL ADVISORS LLC 3Y 7Y 0.06% Cooper Financial Group 3Y 7Y 0.01% Spire Wealth Management 3Y 0.01% Cypress Wealth Services, LLC 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0% HHM Wealth Advisors, LLC 3Y 7Y 0.0%

FAQ About Sequoia Financial Advisors, LLC and NG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequoia Financial Advisors, LLC reported owning NG?

Sequoia Financial Advisors, LLC reported NG across 11 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NG position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for NG was 0.00% in 2025 Q3.

What is the latest reported NG position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 85,040 shares, equal to 0.00% of portfolio, with an estimated market value of $508K.

What does the chart on this NG ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly NG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sequoia Financial Advisors, LLC time their NG position?

Based on 13F filing dates vs. subsequent NG price moves, Sequoia Financial Advisors, LLC correctly timed 3 out of 10 reported position changes (30%). The annualised alpha on NG relative to SPY over the holding period was -23.0%.

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