Root Financial Partners’s NioCorp Developments NB Stock Holding History

Root Financial Partners’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	–	Sell	-11	Closed	-$49	–	2155
2026 Q1	$49	Buy	+11	New	+$63	﹤0.01%	3379

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Root Financial Partners's NB Position: Q2 2026 in Review

Root Financial Partners sold out of NioCorp Developments (NB) in Q2 2026, closing a stake of 11 shares — an estimated $49 sold.

Root Financial Partners first reported a position in NB in Q1 2026 and held it in 1 quarter. The position peaked at $49 in Q1 2026. 209 funds tracked by Wall St. Rank hold NB as of Q2 2026.

Root Financial Partners reported no remaining NioCorp Developments position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 11 NioCorp Developments shares in Q2 2026, an estimated $49.
Root Financial Partners first reported a position in NioCorp Developments in Q1 2026 and held it in 1 quarter.
Root Financial Partners's NioCorp Developments position peaked at $49 in Q1 2026.
209 funds tracked by Wall St. Rank held NioCorp Developments as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.