CFFP
NB

Center for Financial Planning’s NioCorp Developments NB Stock Holding History

Center for Financial Planning’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 		$2.41K Hold
500
– – ﹤0.01% 582
2026
Q1 		$2.23K Hold
500
– – ﹤0.01% 574
2025
Q4 		$2.65K Buy
+500
New +$3.44K ﹤0.01% 597

Other funds holding NB

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
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Center for Financial Planning's NB Position: Q2 2026 in Review

Center for Financial Planning held its NioCorp Developments (NB) position steady in Q2 2026 at 500 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Center for Financial Planning first reported a position in NB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.65K in Q4 2025. 32 funds tracked by Wall St. Rank hold NB as of Q2 2026.

  • Center for Financial Planning held 500 shares of NioCorp Developments worth $2.41K as of Q2 2026.
  • Center for Financial Planning left its NioCorp Developments share count unchanged in Q2 2026.
  • NioCorp Developments made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #582 holding.
  • Center for Financial Planning first reported a position in NioCorp Developments in Q4 2025 and has held it in 3 quarters since.
  • Center for Financial Planning's NioCorp Developments position peaked at $2.65K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held NioCorp Developments as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.