Bogart Wealth LLC’s Barrick Mining B Stock Holding History

Bogart Wealth LLC’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	$229K	Hold	6,224	–	–	0.01%	263
2026 Q1	$254K	Sell	6,224 -218	-3%	-$10.1K	0.01%	229
2025 Q4	$281K	Buy	6,442 +218	+4%	+$8.18K	0.01%	222
2025 Q3	$204K	Hold	6,224	–	–	0.01%	246
2025 Q2	$130K	Hold	6,224	–	–	0.01%	300
2025 Q1	$121K	Sell	6,224 -2,154	-26%	-$37.7K	0.01%	280
2024 Q4	$130K	Buy	8,378 +2,023	+32%	+$36.8K	0.01%	267
2024 Q3	$126K	Sell	6,355 -600	-9%	-$11.4K	0.01%	279
2024 Q2	$116K	Buy	6,955 +600	+9%	+$10.2K	0.01%	279
2024 Q1	$106K	Sell	6,355 -37	-0.6%	-$579	0.01%	274
2023 Q4	$116K	Hold	6,392	–	–	0.01%	250
2023 Q3	$93K	Hold	6,392	–	–	0.01%	258
2023 Q2	$108K	Hold	6,392	–	–	0.01%	237
2023 Q1	$119K	Buy	6,392 +247	+4%	+$4.44K	0.01%	218
2022 Q4	$106K	Sell	6,145 -599	-9%	-$9.53K	0.01%	225
2022 Q3	$105K	Buy	6,744 +1,167	+21%	+$18.4K	0.01%	213
2022 Q2	$99K	Buy	+5,577	New	+$121K	0.01%	209

Other funds holding B

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bogart Wealth LLC's B Position: Q2 2026 in Review

Bogart Wealth LLC held its Barrick Mining (B) position steady in Q2 2026 at 6,224 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #263.

Bogart Wealth LLC first reported a position in B in Q2 2022 and has held it in 17 quarters since. The position peaked at $281K in Q4 2025. 1,012 funds tracked by Wall St. Rank hold B as of Q2 2026.

Bogart Wealth LLC held 6,224 shares of Barrick Mining worth $229K as of Q2 2026.
Bogart Wealth LLC left its Barrick Mining share count unchanged in Q2 2026.
Barrick Mining made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #263 holding.
Bogart Wealth LLC first reported a position in Barrick Mining in Q2 2022 and has held it in 17 quarters since.
Bogart Wealth LLC's Barrick Mining position peaked at $281K in Q4 2025.
1,012 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.