Cypress Wealth Services’s NioCorp Developments NB Stock Holding History

Cypress Wealth Services’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	$75.1K	Buy	15,590 +500	+3%	+$2.74K	0.01%	421
2026 Q1	$67.3K	Hold	15,090	–	–	0.01%	392
2025 Q4	$80K	Hold	15,090	–	–	0.01%	384
2025 Q3	$101K	Hold	15,090	–	–	0.02%	342
2025 Q2	$35.2K	Hold	15,090	–	–	0.01%	314
2025 Q1	$29.7K	Buy	15,090 +1,000	+7%	+$2.01K	0.01%	282
2024 Q4	$21.8K	Buy	+14,090	New	+$22.3K	﹤0.01%	280

Other funds holding NB

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cypress Wealth Services's NB Position: Q2 2026 in Review

Cypress Wealth Services increased its NioCorp Developments (NB) stake by 3.3% in Q2 2026, buying an estimated $2.74K and bringing the position to 15,590 shares worth $75.1K. The position accounts for 0.01% of the portfolio, ranked #421.

Cypress Wealth Services first reported a position in NB in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q3 2025. 210 funds tracked by Wall St. Rank hold NB as of Q2 2026.

Cypress Wealth Services held 15,590 shares of NioCorp Developments worth $75.1K as of Q2 2026.
Cypress Wealth Services bought 500 NioCorp Developments shares in Q2 2026, an estimated $2.74K.
NioCorp Developments made up 0.01% of Cypress Wealth Services's portfolio in Q2 2026, its #421 holding.
Cypress Wealth Services first reported a position in NioCorp Developments in Q4 2024 and has held it in 7 quarters since.
Cypress Wealth Services's NioCorp Developments position peaked at $101K in Q3 2025.
210 funds tracked by Wall St. Rank held NioCorp Developments as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.