Concord Wealth Partners’s Barrick Mining B Stock Holding History

Concord Wealth Partners’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	$123K	Buy	+3,361	New	+$138K	0.01%	269
2026 Q1	–	Sell	-1,229	Closed	-$53.5K	–	429
2025 Q4	$53.5K	Hold	1,229	–	–	0.01%	318
2025 Q3	$40.3K	Hold	1,229	–	–	0.01%	365
2025 Q2	$25.6K	Buy	+1,229	New	+$24K	﹤0.01%	437
2024 Q4	–	Sell	-141	Closed	-$2.8K	–	952
2024 Q3	$2.8K	Buy	+141	New	+$2.69K	﹤0.01%	710

Other funds holding B

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Concord Wealth Partners's B Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Barrick Mining (B) in Q2 2026: 3,361 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in B as recently as Q4 2025.

Concord Wealth Partners first reported a position in B in Q3 2024 and has held it in 5 quarters since. 1,010 funds tracked by Wall St. Rank hold B as of Q2 2026.

Concord Wealth Partners held 3,361 shares of Barrick Mining worth $123K as of Q2 2026.
Barrick Mining was a new Concord Wealth Partners position in Q2 2026.
Barrick Mining made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #269 holding.
Concord Wealth Partners first reported a position in Barrick Mining in Q3 2024 and has held it in 5 quarters since.
1,010 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.