CPCM
B

Cardinal Point Capital Management’s Barrick Mining B Stock Holding History

Cardinal Point Capital 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 		$552K Buy
15,050
+1,135
+8% +$46.5K 0.03% 177
2026
Q1 		$568K Sell
13,915
-5,775
-29% -$267K 0.03% 169
2025
Q4 		$859K Sell
19,690
-2,100
-10% -$78.8K 0.06% 121
2025
Q3 		$715K Buy
21,790
+265
+1% +$6.72K 0.05% 132
2025
Q2 		$447K Sell
21,525
-1,193
-5% -$23.3K 0.04% 156
2025
Q1 		$442K Buy
+22,718
New +$398K 0.04% 125

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

Cardinal Point Capital Management's B Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Barrick Mining (B) stake by 8.2% in Q2 2026, buying an estimated $46.5K and bringing the position to 15,050 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #177.

Cardinal Point Capital Management first reported a position in B in Q1 2025 and has held it in 6 quarters since. The position peaked at $859K in Q4 2025. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Cardinal Point Capital Management held 15,050 shares of Barrick Mining worth $552K as of Q2 2026.
  • Cardinal Point Capital Management bought 1,135 Barrick Mining shares in Q2 2026, an estimated $46.5K.
  • Barrick Mining made up 0.03% of Cardinal Point Capital Management's portfolio in Q2 2026, its #177 holding.
  • Cardinal Point Capital Management first reported a position in Barrick Mining in Q1 2025 and has held it in 6 quarters since.
  • Cardinal Point Capital Management's Barrick Mining position peaked at $859K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.