Bard Financial Services’s Barrick Mining B Stock Holding History

Bard Financial Services’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
2025 Q3	$2.38M	Buy	72,625 +9,000	+14%	+$228K	0.26%	81
2025 Q2	$1.32M	Hold	63,625	–	–	0.16%	102
2025 Q1	$1.24M	Buy	63,625 +11,500	+22%	+$201K	0.15%	102
2024 Q4	$808K	Sell	52,125 -3,750	-7%	-$68.2K	0.1%	120
2024 Q3	$1.11M	Buy	55,875 +1,875	+3%	+$35.7K	0.13%	112
2024 Q2	$901K	Buy	54,000 +1,250	+2%	+$21.2K	0.09%	123
2024 Q1	$878K	Buy	52,750 +18,250	+53%	+$285K	0.09%	123
2023 Q4	$624K	Buy	34,500 +1,875	+6%	+$30.8K	0.07%	142
2023 Q3	$475K	Hold	32,625	–	–	0.06%	150
2023 Q2	$552K	Buy	32,625 +1,500	+5%	+$27.3K	0.04%	208
2023 Q1	$578K	Buy	31,125 +3,500	+13%	+$62.9K	0.05%	203
2022 Q4	$475K	Sell	27,625 -1,250	-4%	-$19.9K	0.04%	207
2022 Q3	$448K	Buy	28,875 +2,250	+8%	+$35.5K	0.04%	202
2022 Q2	$471K	Sell	26,625 -1,250	-4%	-$27.1K	0.04%	198
2022 Q1	$684K	Buy	27,875 +6,250	+29%	+$135K	0.06%	172
2021 Q4	$411K	Sell	21,625 -2,375	-10%	-$45.1K	0.03%	205
2021 Q3	$433K	Sell	24,000 -2,250	-9%	-$45.2K	0.04%	190
2021 Q2	$543K	Buy	26,250 +3,250	+14%	+$73.3K	0.05%	181
2021 Q1	$455K	Sell	23,000 -10,500	-31%	-$226K	0.04%	180
2020 Q4	$763K	Buy	+33,500	New	+$849K	0.08%	153

Other funds holding B

Capital International Investors

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

VanEck Associates

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Bank of Montreal

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