Allied Private Wealth’s Barrick Mining B Stock Holding History

Allied Private Wealth’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 Q2	$35.5K	Buy	+992	New	+$40.7K	0.02%	290

Other funds holding B

PensionDanmark Copenhagen O, Denmark $12B AUM

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $46.6M AUM 51.22% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Oak Asset Management Westlake Village, California $311M AUM 28.44% 1-Year Est. Return