CIA
B

Cape Investment Advisory’s Barrick Mining B Stock Holding History

Cape Investment Advisory’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 		$33.9K Buy
+924
New +$37.9K 0.01% 595
2026
Q1 		– Sell
-1,074
Closed -$44.9K – 598
2025
Q4 		$44.9K Buy
+1,074
New +$40.3K 0.01% 440
2025
Q3 		– Sell
-1,174
Closed -$24.4K – 978
2025
Q2 		$24.4K Buy
1,174
+800
+214% +$15.6K 0.01% 471
2025
Q1 		$7.27K Hold
374
– – ﹤0.01% 661
2024
Q4 		$5.8K Hold
374
– – ﹤0.01% 703
2024
Q3 		$7.44K Hold
374
– – ﹤0.01% 618
2024
Q2 		$6.24K Hold
374
– – ﹤0.01% 611
2024
Q1 		$6.22K Hold
374
– – ﹤0.01% 618
2023
Q4 		$6.77K Hold
374
– – ﹤0.01% 731
2023
Q3 		$5.44K Hold
374
– – ﹤0.01% 652
2023
Q2 		$6.33K Hold
374
– – ﹤0.01% 624
2023
Q1 		$6.95K Buy
+374
New +$6.72K ﹤0.01% 609

Other funds holding B

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PL
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

Cape Investment Advisory's B Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Barrick Mining (B) in Q2 2026: 924 shares worth $33.9K. The stake represents 0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in B as recently as Q4 2025.

Cape Investment Advisory first reported a position in B in Q1 2023 and has held it in 12 quarters since. The position peaked at $44.9K in Q4 2025. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Cape Investment Advisory held 924 shares of Barrick Mining worth $33.9K as of Q2 2026.
  • Barrick Mining was a new Cape Investment Advisory position in Q2 2026.
  • Barrick Mining made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #595 holding.
  • Cape Investment Advisory first reported a position in Barrick Mining in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's Barrick Mining position peaked at $44.9K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.