Alan B. Lancz & Associates’s Barrick Mining B Stock Holding History

Alan B. Lancz & Associates’s Portfolio B Stock Details B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$810K	Sell	19,860 -1,500	-7%	-$69.3K	0.79%	31
2025 Q4	$930K	Hold	21,360	–	–	0.82%	28
2025 Q3	$700K	Hold	21,360	–	–	0.63%	39
2025 Q2	$445K	Hold	21,360	–	–	0.45%	59
2025 Q1	$415K	Sell	21,360 -500	-2%	-$8.76K	0.44%	61
2024 Q4	$339K	Sell	21,860 -1,000	-4%	-$18.2K	0.34%	77
2024 Q3	$455K	Sell	22,860 -300	-1%	-$5.72K	0.42%	63
2024 Q2	$386K	Buy	+23,160	New	+$393K	0.38%	68
2023 Q4	$506K	Sell	27,960 -1,000	-3%	-$16.4K	0.53%	48
2023 Q3	$421K	Sell	28,960 -1,100	-4%	-$18K	0.48%	57
2023 Q2	$509K	Hold	30,060	–	–	0.54%	49
2023 Q1	$558K	Hold	30,060	–	–	0.58%	42
2022 Q4	$590K	Hold	30,060	–	–	0.6%	40
2022 Q3	$466K	Buy	30,060 +3,200	+12%	+$50.5K	0.55%	48
2022 Q2	$423K	Buy	26,860 +1,700	+7%	+$36.9K	0.42%	64
2022 Q1	$617K	Buy	25,160 +4,900	+24%	+$105K	0.55%	49
2021 Q4	$385K	Buy	+20,260	New	+$385K	0.34%	85

Other funds holding B

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alan B. Lancz & Associates's B Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Barrick Mining (B) stake by 7% in Q1 2026, selling an estimated $69.3K and leaving 19,860 shares worth $810K. The position accounts for 0.79% of the portfolio, ranked #31.

Alan B. Lancz & Associates first reported a position in B in Q4 2021 and has held it in 17 quarters since. The position peaked at $930K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

Alan B. Lancz & Associates held 19,860 shares of Barrick Mining worth $810K as of Q1 2026.
Alan B. Lancz & Associates sold 1,500 Barrick Mining shares in Q1 2026, an estimated $69.3K.
Barrick Mining made up 0.79% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #31 holding.
Alan B. Lancz & Associates first reported a position in Barrick Mining in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Barrick Mining position peaked at $930K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.