AWM
B

Avior Wealth Management’s Barrick Mining B Stock Holding History

Avior Wealth Management’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 		$257K Sell
7,000
-2,327
-25% -$95.4K 0.01% 694
2026
Q1 		$380K Buy
9,327
+208
+2% +$9.61K 0.01% 608
2025
Q4 		$397K Buy
9,119
+93
+1% +$3.49K 0.01% 530
2025
Q3 		$296K Buy
+9,026
New +$229K 0.01% 593
2025
Q1 		– Sell
-8,645
Closed -$134K – 1388
2024
Q4 		$134K Buy
8,645
+5,246
+154% +$95.4K ﹤0.01% 812
2024
Q3 		$67.6K Buy
3,399
+659
+24% +$12.6K ﹤0.01% 1013
2024
Q2 		$45.7K Sell
2,740
-472
-15% -$8.01K ﹤0.01% 1125
2024
Q1 		$53.4K Buy
3,212
+2,966
+1,206% +$46.4K ﹤0.01% 1206
2023
Q4 		$4.46K Buy
246
+1
+0.4% +$16 ﹤0.01% 1178
2023
Q3 		$3.58K Hold
245
– – ﹤0.01% 1288
2023
Q2 		$4.15K Buy
245
+1
+0.4% +$18 ﹤0.01% 1230
2023
Q1 		$4.54K Hold
244
– – ﹤0.01% 1228
2022
Q4 		$4.2K Buy
244
+1
+0.4% +$16 ﹤0.01% 979
2022
Q3 		$3K Buy
243
+153
+170% +$2.41K ﹤0.01% 983
2022
Q2 		$1K Buy
90
+1
+1% +$22 ﹤0.01% 996
2022
Q1 		$2K Buy
89
+1
+1% +$22 ﹤0.01% 981
2021
Q4 		$1K Buy
88
+1
+1% +$19 ﹤0.01% 1024
2021
Q3 		$1K Buy
87
+1
+1% +$20 ﹤0.01% 996
2021
Q2 		$1K Hold
86
– – ﹤0.01% 965
2021
Q1 		$1K Buy
86
+1
+1% +$22 ﹤0.01% 949
2020
Q4 		$1K Hold
85
– – ﹤0.01% 919
2020
Q3 		$2K Hold
85
– – ﹤0.01% 824
2020
Q2 		$2K Hold
85
– – ﹤0.01% 797
2020
Q1 		$1K Sell
85
-460
-84% -$8.62K ﹤0.01% 722
2019
Q4 		$10K Buy
545
+460
+541% +$7.9K ﹤0.01% 600
2019
Q3 		$1K Buy
+85
New +$1.5K ﹤0.01% 719

Other funds holding B

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Avior Wealth Management's B Position: Q2 2026 in Review

Avior Wealth Management reduced its Barrick Mining (B) stake by 25% in Q2 2026, selling an estimated $95.4K and leaving 7,000 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #694.

Avior Wealth Management first reported a position in B in Q3 2019 and has held it in 26 quarters since. The position peaked at $397K in Q4 2025. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Avior Wealth Management held 7,000 shares of Barrick Mining worth $257K as of Q2 2026.
  • Avior Wealth Management sold 2,327 Barrick Mining shares in Q2 2026, an estimated $95.4K.
  • Barrick Mining made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #694 holding.
  • Avior Wealth Management first reported a position in Barrick Mining in Q3 2019 and has held it in 26 quarters since.
  • Avior Wealth Management's Barrick Mining position peaked at $397K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

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