Carson Wealth (CWM LLC)’s NioCorp Developments NB Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$48.2K	Sell	10,803 -324	-3%	-$1.86K	﹤0.01%	3842
2025 Q4	$59K	Buy	11,127 +2,215	+25%	+$15.2K	﹤0.01%	3479
2025 Q3	$60K	Buy	8,912 +1,188	+15%	+$5.01K	﹤0.01%	3377
2025 Q2	$18K	Hold	7,724	–	–	﹤0.01%	3978
2025 Q1	$15K	Hold	7,724	–	–	﹤0.01%	3881
2024 Q4	$12K	Buy	7,724 +2,300	+42%	+$3.64K	﹤0.01%	3769
2024 Q3	$12K	Sell	5,424 -323	-6%	-$592	﹤0.01%	3681
2024 Q2	$10K	Buy	5,747 +944	+20%	+$2.2K	﹤0.01%	3553
2024 Q1	$13K	Sell	4,803 -109	-2%	-$306	﹤0.01%	3190
2023 Q4	$16K	Buy	4,912 +4,384	+830%	+$15.8K	﹤0.01%	2914
2023 Q3	$2K	Buy	528 +28	+6%	+$119	﹤0.01%	3834
2023 Q2	$3K	Hold	500	–	–	﹤0.01%	3669
2023 Q1	$3K	Buy	+500	New	+$3.4K	﹤0.01%	3541

Other funds holding NB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its NioCorp Developments (NB) stake by 2.9% in Q1 2026, selling an estimated $1.86K and leaving 10,803 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3842.

Carson Wealth (CWM LLC) first reported a position in NB in Q1 2023 and has held it in 13 quarters since. The position peaked at $60K in Q3 2025. 204 funds tracked by Wall St. Rank hold NB as of Q1 2026.

Carson Wealth (CWM LLC) held 10,803 shares of NioCorp Developments worth $48.2K as of Q1 2026.
Carson Wealth (CWM LLC) sold 324 NioCorp Developments shares in Q1 2026, an estimated $1.86K.
NioCorp Developments made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3842 holding.
Carson Wealth (CWM LLC) first reported a position in NioCorp Developments in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s NioCorp Developments position peaked at $60K in Q3 2025.
204 funds tracked by Wall St. Rank held NioCorp Developments as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.