BWP
B

Balboa Wealth Partners’s Barrick Mining B Stock Holding History

Balboa Wealth Partners’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 		$1.2M Buy
29,501
+3,955
+15% +$183K 0.2% 90
2025
Q4 		$1.11M Sell
25,546
-539
-2% -$20.2K 0.18% 88
2025
Q3 		$855K Buy
+26,085
New +$661K 0.15% 112

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balboa Wealth Partners's B Position: Q1 2026 in Review

Balboa Wealth Partners increased its Barrick Mining (B) stake by 15% in Q1 2026, buying an estimated $183K and bringing the position to 29,501 shares worth $1.2M. The position accounts for 0.2% of the portfolio, ranked #90.

Balboa Wealth Partners first reported a position in B in Q3 2025 and has held it in 3 quarters since. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Balboa Wealth Partners held 29,501 shares of Barrick Mining worth $1.2M as of Q1 2026.
  • Balboa Wealth Partners bought 3,955 Barrick Mining shares in Q1 2026, an estimated $183K.
  • Barrick Mining made up 0.2% of Balboa Wealth Partners's portfolio in Q1 2026, its #90 holding.
  • Balboa Wealth Partners first reported a position in Barrick Mining in Q3 2025 and has held it in 3 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.