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
Q2 		$4.82K Hold
1,000
– – ﹤0.01% 448
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 $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

Mark Sheptoff Financial Planning's NB Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its NioCorp Developments (NB) position steady in Q2 2026 at 1,000 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Mark Sheptoff Financial Planning first reported a position in NB in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.68K in Q3 2025. 208 funds tracked by Wall St. Rank hold NB as of Q2 2026.

  • Mark Sheptoff Financial Planning held 1,000 shares of NioCorp Developments worth $4.82K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its NioCorp Developments share count unchanged in Q2 2026.
  • NioCorp Developments made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #448 holding.
  • Mark Sheptoff Financial Planning first reported a position in NioCorp Developments in Q3 2025 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's NioCorp Developments position peaked at $6.68K in Q3 2025.
  • 208 funds tracked by Wall St. Rank held NioCorp Developments as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.