CT
B

Caldwell Trust’s Barrick Mining B Stock Holding History

Caldwell Trust’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 		$1.08M Buy
26,497
+6,132
+30% +$283K 0.1% 158
2025
Q4 		$887K Buy
20,365
+20,065
+6,688% +$753K 0.08% 175
2025
Q3 		$9.83K Hold
300
– – ﹤0.01% 642
2025
Q2 		$6.25K Hold
300
– – ﹤0.01% 678
2025
Q1 		$5.83K Buy
+300
New +$5.26K ﹤0.01% 678
2024
Q4 		– Sell
-400
Closed -$7.96K – 716
2024
Q3 		$7.96K Buy
+400
New +$7.62K ﹤0.01% 623
2024
Q1 		– Sell
-600
Closed -$10.9K – 718
2023
Q4 		$10.9K Buy
+600
New +$9.85K ﹤0.01% 602

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Trust's B Position: Q1 2026 in Review

Caldwell Trust increased its Barrick Mining (B) stake by 30% in Q1 2026, buying an estimated $283K and bringing the position to 26,497 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #158.

Caldwell Trust first reported a position in B in Q4 2023 and has held it in 7 quarters since. 1,018 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Caldwell Trust held 26,497 shares of Barrick Mining worth $1.08M as of Q1 2026.
  • Caldwell Trust bought 6,132 Barrick Mining shares in Q1 2026, an estimated $283K.
  • Barrick Mining made up 0.1% of Caldwell Trust's portfolio in Q1 2026, its #158 holding.
  • Caldwell Trust first reported a position in Barrick Mining in Q4 2023 and has held it in 7 quarters since.
  • 1,018 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.