CCWM
B

Cassaday & Co Wealth Management’s Barrick Mining B Stock Holding History

Cassaday & Co 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 		$5.43K Sell
148
-132
-47% -$5.41K ﹤0.01% 939
2026
Q1 		$11.4K Buy
+280
New +$12.9K ﹤0.01% 870

Other funds holding B

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Cassaday & Co Wealth Management's B Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Barrick Mining (B) stake by 47% in Q2 2026, selling an estimated $5.41K and leaving 148 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Cassaday & Co Wealth Management first reported a position in B in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.4K in Q1 2026. 1,010 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Cassaday & Co Wealth Management held 148 shares of Barrick Mining worth $5.43K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 132 Barrick Mining shares in Q2 2026, an estimated $5.41K.
  • Barrick Mining made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #939 holding.
  • Cassaday & Co Wealth Management first reported a position in Barrick Mining in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Barrick Mining position peaked at $11.4K in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.