SIS
NB

Sound Income Strategies’s NioCorp Developments NB Stock Holding History

Sound Income Strategies’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
-5,569
Closed -$25.3K – 1692
2026
Q1 		$25.3K Buy
+5,569
New +$31.9K ﹤0.01% 1090
2025
Q3 		– Sell
-2,000
Closed -$4.66K – 1785
2025
Q2 		$4.66K Buy
2,000
+1,000
+100% +$2.49K ﹤0.01% 1104
2025
Q1 		$1.97K Buy
+1,000
New +$2.01K ﹤0.01% 1237

Other funds holding NB

ACM
Alessandra Capital Management Torrance, California $141M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Sound Income Strategies's NB Position: Q2 2026 in Review

Sound Income Strategies sold out of NioCorp Developments (NB) in Q2 2026, closing a stake of 5,569 shares — an estimated $25.3K sold.

Sound Income Strategies first reported a position in NB in Q1 2025 and held it in 3 quarters. The position peaked at $25.3K in Q1 2026. 41 funds tracked by Wall St. Rank hold NB as of Q2 2026.

  • Sound Income Strategies reported no remaining NioCorp Developments position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 5,569 NioCorp Developments shares in Q2 2026, an estimated $25.3K.
  • Sound Income Strategies first reported a position in NioCorp Developments in Q1 2025 and held it in 3 quarters.
  • Sound Income Strategies's NioCorp Developments position peaked at $25.3K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held NioCorp Developments as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.