Congress Wealth Management’s Barrick Mining B Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$283K Buy
+13,577
New +$265K ﹤0.01% 1082
2024
Q1
– Sell
-10,815
Closed -$196K – 603
2023
Q4
$196K Buy
+10,815
New +$178K ﹤0.01% 599

Other funds holding B

Congress Wealth Management's B Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Barrick Mining (B) in Q2 2025: 13,577 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #1082 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in B as recently as Q4 2023.

Congress Wealth Management first reported a position in B in Q4 2023 and has held it in 2 quarters since. 722 funds tracked by Wall St. Rank hold B as of Q2 2025.

  • Congress Wealth Management held 13,577 shares of Barrick Mining worth $283K as of Q2 2025.
  • Barrick Mining was a new Congress Wealth Management position in Q2 2025.
  • Barrick Mining made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1082 holding.
  • Congress Wealth Management first reported a position in Barrick Mining in Q4 2023 and has held it in 2 quarters since.
  • 722 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.