Creative Planning’s Barrick Mining B Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-500	Closed	-$1K	–	2278
2021 Q1	$1K	Hold	500	–	–	﹤0.01%	2586
2020 Q4	$2K	Sell	500 -200,000	-100%	-$5.07M	﹤0.01%	2299
2020 Q3	$333K	Buy	+200,500	New	+$5.71M	﹤0.01%	1351
2020 Q1	–	Sell	-1,600	Closed	-$2K	–	1959
2019 Q4	$2K	Hold	1,600	–	–	﹤0.01%	1950
2019 Q3	$2K	Buy	1,600 +1,400	+700%	+$24.7K	﹤0.01%	1952
2019 Q2	$1K	Buy	+200	New	+$2.65K	﹤0.01%	1991
2019 Q1	–	Sell	-10,000	Closed	-$16K	–	2025
2018 Q4	$16K	Buy	10,000 +9,200	+1,150%	+$119K	﹤0.01%	1806
2018 Q3	$1K	Buy	+800	New	+$8.9K	﹤0.01%	2055
2018 Q1	–	Sell	-40,000	Closed	-$1K	–	2066
2017 Q4	$1K	Buy	+40,000	New	+$590K	﹤0.01%	1899

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

Creative Planning's B Position: Q2 2026 in Review

Creative Planning increased its Barrick Mining (B) stake by 20% in Q2 2026, buying an estimated $2.23M and bringing the position to 331,218 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #745.

Creative Planning first reported a position in B in Q2 2013 and has held it in 53 quarters since. 1,010 funds tracked by Wall St. Rank hold B as of Q2 2026.

Creative Planning held 331,218 shares of Barrick Mining worth $12.2M as of Q2 2026.
Creative Planning bought 54,407 Barrick Mining shares in Q2 2026, an estimated $2.23M.
Barrick Mining made up 0.01% of Creative Planning's portfolio in Q2 2026, its #745 holding.
Creative Planning first reported a position in Barrick Mining in Q2 2013 and has held it in 53 quarters since.
1,010 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.