Perigon Wealth Management
NB icon

Perigon Wealth Management’s NioCorp Developments NB Stock Holding History

Perigon Wealth Management’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 		– Sell
-46,000
Closed -$222K – 1531
2026
Q2 		$222K Sell
46,000
-3,650
-7% -$20K ﹤0.01% 1312
2026
Q1 		$221K Buy
49,650
+7,230
+17% +$41.5K ﹤0.01% 1164
2025
Q4 		$225K Sell
42,420
-21,380
-34% -$147K ﹤0.01% 1176
2025
Q3 		$426K Buy
+63,800
New +$269K 0.01% 806

Other funds holding NB

Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Kingsbury Capital Investment Advisors
Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM
Blue Capital Inc
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Perigon Wealth Management's NB Position: Q3 2026 in Review

Perigon Wealth Management sold out of NioCorp Developments (NB) in Q3 2026, closing a stake of 46,000 shares — an estimated $222K sold.

Perigon Wealth Management first reported a position in NB in Q3 2025 and held it in 4 quarters. The position peaked at $426K in Q3 2025. 33 funds tracked by Wall St. Rank hold NB as of Q3 2026.

  • Perigon Wealth Management reported no remaining NioCorp Developments position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 46,000 NioCorp Developments shares in Q3 2026, an estimated $222K.
  • Perigon Wealth Management first reported a position in NioCorp Developments in Q3 2025 and held it in 4 quarters.
  • Perigon Wealth Management's NioCorp Developments position peaked at $426K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held NioCorp Developments as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.