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 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cadence Wealth Management's B Position: Q1 2026 in Review

Cadence Wealth Management reduced its Barrick Mining (B) stake by 3.6% in Q1 2026, selling an estimated $54.9K and leaving 32,268 shares worth $1.32M. The position accounts for 0.55% of the portfolio, ranked #22.

Cadence Wealth Management first reported a position in B in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.46M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

Cadence Wealth Management held 32,268 shares of Barrick Mining worth $1.32M as of Q1 2026.
Cadence Wealth Management sold 1,188 Barrick Mining shares in Q1 2026, an estimated $54.9K.
Barrick Mining made up 0.55% of Cadence Wealth Management's portfolio in Q1 2026, its #22 holding.
Cadence Wealth Management first reported a position in Barrick Mining in Q3 2022 and has held it in 6 quarters since.
Cadence Wealth Management's Barrick Mining position peaked at $1.46M in Q4 2025.
1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.