EP Wealth Advisors’s NioCorp Developments NB Stock Holding History

EP Wealth Advisors’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	$158K	Buy	32,820 +11,539	+54%	+$63.2K	﹤0.01%	1577
2026 Q1	$94.9K	Sell	21,281 -219	-1%	-$1.26K	﹤0.01%	1466
2025 Q4	$114K	Buy	+21,500	New	+$148K	﹤0.01%	1445
2025 Q2	$48.9K	Hold	21,000	–	–	﹤0.01%	1405
2025 Q1	$41.4K	Hold	21,000	–	–	﹤0.01%	1271
2024 Q4	$32.5K	Hold	21,000	–	–	﹤0.01%	1229
2024 Q3	$45.8K	Hold	21,000	–	–	﹤0.01%	1163
2024 Q2	$36.3K	Hold	21,000	–	–	﹤0.01%	840
2024 Q1	$57.1K	Hold	21,000	–	–	﹤0.01%	816
2023 Q4	$67K	Hold	21,000	–	–	﹤0.01%	798
2023 Q3	$76.2K	Buy	21,000 +10,824	+106%	+$45.8K	﹤0.01%	734
2023 Q2	$106K	Sell	10,176 -7,791	-43%	-$44.5K	﹤0.01%	668
2023 Q1	$198K	Buy	+17,967	New	+$122K	﹤0.01%	583

Other funds holding NB

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

Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

EP Wealth Advisors's NB Position: Q2 2026 in Review

EP Wealth Advisors increased its NioCorp Developments (NB) stake by 54% in Q2 2026, buying an estimated $63.2K and bringing the position to 32,820 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

EP Wealth Advisors first reported a position in NB in Q1 2023 and has held it in 13 quarters since. The position peaked at $198K in Q1 2023. 211 funds tracked by Wall St. Rank hold NB as of Q2 2026.

EP Wealth Advisors held 32,820 shares of NioCorp Developments worth $158K as of Q2 2026.
EP Wealth Advisors bought 11,539 NioCorp Developments shares in Q2 2026, an estimated $63.2K.
NioCorp Developments made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1577 holding.
EP Wealth Advisors first reported a position in NioCorp Developments in Q1 2023 and has held it in 13 quarters since.
EP Wealth Advisors's NioCorp Developments position peaked at $198K in Q1 2023.
211 funds tracked by Wall St. Rank held NioCorp Developments as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.