Position in NAK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$45,120
+$12,220 QoQ
Shares Held
23,500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 203 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NAK Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $91,687,405 across 14 Other Industrial Metals & Mining names. NAK ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
492,038 | $27,559,047 | |
| 2 | RIO |
Rio Tinto PLC
|
238,909 | $22,679,628 | |
| 3 | IPX |
IPERIONX Ltd
|
525,773 | $15,631,231 | |
| 4 | BHP |
BHP Group Ltd
|
180,029 | $14,998,215 | |
| 5 | MTRN |
MATERION Corp
|
23,739 | $7,059,740 | |
| 6 | VALE |
Vale S.A.
|
148,250 | $2,229,679 | |
| 7 | USAR |
USA Rare Earth, Inc.
|
35,740 | $771,268 | |
| 8 | LAC |
Lithium Americas Corp.
|
68,018 | $261,869 |
All Filings in NAK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,120 | 23,500 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $32,900 | 23,500 | Shares | Defined | 2026-05-12 | |
| 2025-06-30 | $151,420 | 113,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $114,425 | 99,500 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $56,550 | 97,500 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $31,185 | 94,500 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,050 | 55,000 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,400 | 45,000 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,400 | 45,000 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $15,015 | 45,500 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,120 | 25,500 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,120 | 25,500 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,610 | 25,500 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,120 | 25,500 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,630 | 25,500 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $10,710 | 25,500 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $8,250 | 25,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,500 | 25,000 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,250 | 25,000 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $15,750 | 25,000 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,000 | 25,000 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $85,260 | 87,000 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $151,651 | 106,050 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $35,880 | 92,000 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||