Cadence Wealth Management’s Barrick Mining B Stock Holding History

Cadence 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	$1.28M	Buy	34,879 +2,611	+8%	+$107K	0.57%	20
2026 Q1	$1.32M	Sell	32,268 -1,188	-4%	-$54.9K	0.55%	22
2025 Q4	$1.46M	Sell	33,456 -4,095	-11%	-$154K	0.7%	14
2025 Q3	$1.23M	Sell	37,551 -15,841	-30%	-$401K	0.64%	16
2025 Q2	$1.11M	Buy	+53,392	New	+$1.04M	0.74%	16
2024 Q3	–	Sell	-44,980	Closed	-$750K	–	48
2024 Q2	$750K	Buy	+44,980	New	+$764K	0.52%	19
2022 Q4	–	Sell	-12,351	Closed	-$191K	–	29
2022 Q3	$191K	Buy	+12,351	New	+$195K	0.18%	25

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

Cadence Wealth Management's B Position: Q2 2026 in Review

Cadence Wealth Management increased its Barrick Mining (B) stake by 8.1% in Q2 2026, buying an estimated $107K and bringing the position to 34,879 shares worth $1.28M. The position accounts for 0.57% of the portfolio, ranked #20.

Cadence Wealth Management first reported a position in B in Q3 2022 and has held it in 7 quarters since. The position peaked at $1.46M in Q4 2025. 1,010 funds tracked by Wall St. Rank hold B as of Q2 2026.

Cadence Wealth Management held 34,879 shares of Barrick Mining worth $1.28M as of Q2 2026.
Cadence Wealth Management bought 2,611 Barrick Mining shares in Q2 2026, an estimated $107K.
Barrick Mining made up 0.57% of Cadence Wealth Management's portfolio in Q2 2026, its #20 holding.
Cadence Wealth Management first reported a position in Barrick Mining in Q3 2022 and has held it in 7 quarters since.
Cadence Wealth Management's Barrick Mining position peaked at $1.46M in Q4 2025.
1,010 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.