MSFP
NB

Mark Sheptoff Financial Planning’s NioCorp Developments NB Stock Holding History

Mark Sheptoff 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
Q1 		$5.9K Hold
1,000
– – ﹤0.01% 416
2025
Q4 		$5.3K Hold
1,000
– – ﹤0.01% 427
2025
Q3 		$6.68K Buy
+1,000
New +$4.22K ﹤0.01% 379

Other funds holding NB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's NB Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its NioCorp Developments (NB) position steady in Q1 2026 at 1,000 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Mark Sheptoff Financial Planning first reported a position in NB in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.68K in Q3 2025. 204 funds tracked by Wall St. Rank hold NB as of Q1 2026.

  • Mark Sheptoff Financial Planning held 1,000 shares of NioCorp Developments worth $5.9K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its NioCorp Developments share count unchanged in Q1 2026.
  • NioCorp Developments made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #416 holding.
  • Mark Sheptoff Financial Planning first reported a position in NioCorp Developments in Q3 2025 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's NioCorp Developments position peaked at $6.68K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held NioCorp Developments as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.