Bartlett & Co Wealth Management’s Barrick Mining B Stock Holding History

Bartlett & Co 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	$43.2K	Hold	1,175	–	–	﹤0.01%	773
2026 Q1	$45K	Hold	1,175	–	–	﹤0.01%	703
2025 Q4	$51.2K	Hold	1,175	–	–	﹤0.01%	665
2025 Q3	$38.5K	Hold	1,175	–	–	﹤0.01%	717
2025 Q2	$24.5K	Hold	1,175	–	–	﹤0.01%	782
2025 Q1	$22.8K	Sell	1,175 -325	-22%	-$5.69K	﹤0.01%	797
2024 Q4	$23.3K	Hold	1,500	–	–	﹤0.01%	786
2024 Q3	$29.8K	Hold	1,500	–	–	﹤0.01%	748
2024 Q2	$25K	Hold	1,500	–	–	﹤0.01%	785
2024 Q1	$25K	Hold	1,500	–	–	﹤0.01%	788
2023 Q4	$27.1K	Hold	1,500	–	–	﹤0.01%	815
2023 Q3	$21.8K	Buy	+1,500	New	+$24.6K	﹤0.01%	804
2023 Q2	–	Sell	-50	Closed	-$929	–	1166
2023 Q1	$929	Hold	50	–	–	﹤0.01%	1014
2022 Q4	$859	Hold	50	–	–	﹤0.01%	1053
2022 Q3	$775	Hold	50	–	–	﹤0.01%	1129
2022 Q2	$885	Hold	50	–	–	﹤0.01%	1245
2022 Q1	$1.23K	Buy	+50	New	+$1.08K	﹤0.01%	1017
2021 Q4	–	Sell	-50	Closed	-$903	–	582
2021 Q3	$903	Hold	50	–	–	﹤0.01%	919
2021 Q2	$1.03K	Hold	50	–	–	﹤0.01%	948
2021 Q1	$990	Buy	+50	New	+$1.08K	﹤0.01%	975

Other funds holding B

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Bartlett & Co Wealth Management's B Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Barrick Mining (B) position steady in Q2 2026 at 1,175 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Bartlett & Co Wealth Management first reported a position in B in Q1 2021 and has held it in 20 quarters since. The position peaked at $51.2K in Q4 2025. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

Bartlett & Co Wealth Management held 1,175 shares of Barrick Mining worth $43.2K as of Q2 2026.
Bartlett & Co Wealth Management left its Barrick Mining share count unchanged in Q2 2026.
Barrick Mining made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #773 holding.
Bartlett & Co Wealth Management first reported a position in Barrick Mining in Q1 2021 and has held it in 20 quarters since.
Bartlett & Co Wealth Management's Barrick Mining position peaked at $51.2K in Q4 2025.
259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.