4A
NB

4Wealth Advisors’s NioCorp Developments NB Stock Holding History

4Wealth Advisors’s Portfolio NB Stock Details NB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$319K Buy
69,750
+757
+1% +$4.14K 0.24% 113
2026
Q1 		$289K Buy
+68,993
New +$396K 0.25% 112

Other funds holding NB

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $141M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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

4Wealth Advisors's NB Position: Q2 2026 in Review

4Wealth Advisors increased its NioCorp Developments (NB) stake by 1.1% in Q2 2026, buying an estimated $4.14K and bringing the position to 69,750 shares worth $319K. The position accounts for 0.24% of the portfolio, ranked #113.

4Wealth Advisors first reported a position in NB in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold NB as of Q2 2026.

  • 4Wealth Advisors held 69,750 shares of NioCorp Developments worth $319K as of Q2 2026.
  • 4Wealth Advisors bought 757 NioCorp Developments shares in Q2 2026, an estimated $4.14K.
  • NioCorp Developments made up 0.24% of 4Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • 4Wealth Advisors first reported a position in NioCorp Developments in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held NioCorp Developments as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.