Creative Planning
NB

Creative Planning’s NioCorp Developments NB Stock Holding History

Creative 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 		$139K Buy
28,890
+1,554
+6% +$8.51K ﹤0.01% 3976
2026
Q1 		$122K Buy
27,336
+1,676
+7% +$9.61K ﹤0.01% 3856
2025
Q4 		$136K Sell
25,660
-5,646
-18% -$38.8K ﹤0.01% 3655
2025
Q3 		$209K Buy
31,306
+6,924
+28% +$29.2K ﹤0.01% 3444
2025
Q2 		$56.8K Buy
+24,382
New +$60.8K ﹤0.01% 3508
2023
Q4 		– Sell
-21,549
Closed -$78.2K – 2964
2023
Q3 		$78.2K Buy
+21,549
New +$91.3K ﹤0.01% 2423

Other funds holding NB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's NB Position: Q2 2026 in Review

Creative Planning increased its NioCorp Developments (NB) stake by 5.7% in Q2 2026, buying an estimated $8.51K and bringing the position to 28,890 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #3976.

Creative Planning first reported a position in NB in Q3 2023 and has held it in 6 quarters since. The position peaked at $209K in Q3 2025. 209 funds tracked by Wall St. Rank hold NB as of Q2 2026.

  • Creative Planning held 28,890 shares of NioCorp Developments worth $139K as of Q2 2026.
  • Creative Planning bought 1,554 NioCorp Developments shares in Q2 2026, an estimated $8.51K.
  • NioCorp Developments made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3976 holding.
  • Creative Planning first reported a position in NioCorp Developments in Q3 2023 and has held it in 6 quarters since.
  • Creative Planning's NioCorp Developments position peaked at $209K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held NioCorp Developments as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.