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 Q3	$54.9K	Hold	15,590	–	–	0.01%	424
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cypress Wealth Services's NB Position: Q3 2026 in Review

Cypress Wealth Services held its NioCorp Developments (NB) position steady in Q3 2026 at 15,590 shares worth $54.9K. The position accounts for 0.01% of the portfolio, ranked #424.

Cypress Wealth Services first reported a position in NB in Q4 2024 and has held it in 8 quarters since. The position peaked at $101K in Q3 2025. 127 funds tracked by Wall St. Rank hold NB as of Q3 2026.

Cypress Wealth Services held 15,590 shares of NioCorp Developments worth $54.9K as of Q3 2026.
Cypress Wealth Services left its NioCorp Developments share count unchanged in Q3 2026.
NioCorp Developments made up 0.01% of Cypress Wealth Services's portfolio in Q3 2026, its #424 holding.
Cypress Wealth Services first reported a position in NioCorp Developments in Q4 2024 and has held it in 8 quarters since.
Cypress Wealth Services's NioCorp Developments position peaked at $101K in Q3 2025.
127 funds tracked by Wall St. Rank held NioCorp Developments as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.