Burney Company’s Barrick Mining B Stock Holding History

Burney Company’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	$4.56M	Buy	124,154 +81,408	+190%	+$3.34M	0.12%	139
2026 Q1	$1.74M	Sell	42,746 -10,625	-20%	-$491K	0.05%	239
2025 Q4	$2.32M	Buy	53,371 +1,190	+2%	+$44.6K	0.07%	222
2025 Q3	$1.71M	Buy	52,181 +2,881	+6%	+$73K	0.05%	253
2025 Q2	$1.03M	Buy	+49,300	New	+$964K	0.03%	308
2022 Q1	–	Sell	-14,027	Closed	-$267K	–	581
2021 Q4	$267K	Buy	14,027 +256	+2%	+$4.86K	0.01%	518
2021 Q3	$249K	Sell	13,771 -502	-4%	-$10.1K	0.01%	516
2021 Q2	$295K	Buy	14,273 +169	+1%	+$3.81K	0.01%	497
2021 Q1	$279K	Buy	+14,104	New	+$304K	0.01%	491

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

Burney Company's B Position: Q2 2026 in Review

Burney Company increased its Barrick Mining (B) stake by 190% in Q2 2026, buying an estimated $3.34M and bringing the position to 124,154 shares worth $4.56M. The position accounts for 0.12% of the portfolio, ranked #139.

Burney Company first reported a position in B in Q1 2021 and has held it in 9 quarters since. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

Burney Company held 124,154 shares of Barrick Mining worth $4.56M as of Q2 2026.
Burney Company bought 81,408 Barrick Mining shares in Q2 2026, an estimated $3.34M.
Barrick Mining made up 0.12% of Burney Company's portfolio in Q2 2026, its #139 holding.
Burney Company first reported a position in Barrick Mining in Q1 2021 and has held it in 9 quarters since.
259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.