PWM
NB

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
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

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

Perigon Wealth Management's NB Position: Q2 2026 in Review

Perigon Wealth Management reduced its NioCorp Developments (NB) stake by 7.4% in Q2 2026, selling an estimated $20K and leaving 46,000 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Perigon Wealth Management first reported a position in NB in Q3 2025 and has held it in 4 quarters since. The position peaked at $426K in Q3 2025. 209 funds tracked by Wall St. Rank hold NB as of Q2 2026.

  • Perigon Wealth Management held 46,000 shares of NioCorp Developments worth $222K as of Q2 2026.
  • Perigon Wealth Management sold 3,650 NioCorp Developments shares in Q2 2026, an estimated $20K.
  • NioCorp Developments made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1312 holding.
  • Perigon Wealth Management first reported a position in NioCorp Developments in Q3 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's NioCorp Developments position peaked at $426K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held NioCorp Developments as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.