EWM
B

Edge Wealth Management’s Barrick Mining B Stock Holding History

Edge 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 		$509K Buy
13,857
+60
+0.4% +$2.46K 0.09% 48
2026
Q1 		$563K Buy
13,797
+155
+1% +$7.16K 0.1% 46
2025
Q4 		$594K Buy
13,642
+522
+4% +$19.6K 0.1% 42
2025
Q3 		$430K Hold
13,120
– – 0.08% 56
2025
Q2 		$273K Buy
13,120
+10
+0.1% +$195 0.05% 66
2025
Q1 		$255K Buy
13,110
+755
+6% +$13.2K 0.05% 65
2024
Q4 		$192K Hold
12,355
– – 0.04% 75
2024
Q3 		$246K Buy
12,355
+100
+0.8% +$1.91K 0.05% 69
2024
Q2 		$204K Hold
12,255
– – 0.04% 71
2024
Q1 		$204K Buy
12,255
+725
+6% +$11.3K 0.04% 71
2023
Q4 		$209K Buy
11,530
+425
+4% +$6.98K 0.05% 70
2023
Q3 		$162K Buy
+11,105
New +$182K 0.04% 71
2023
Q2 		– Sell
-10,330
Closed -$192K – 78
2023
Q1 		$192K Buy
+10,330
New +$186K 0.04% 66
2022
Q4 		– Sell
-10,655
Closed -$167K – 89
2022
Q3 		$167K Hold
10,655
– – 0.04% 71
2022
Q2 		$188K Buy
10,655
+960
+10% +$20.8K 0.04% 77
2022
Q1 		$238K Sell
9,695
-105
-1% -$2.26K 0.05% 74
2021
Q4 		$186K Sell
9,800
-3,875
-28% -$73.6K 0.03% 93
2021
Q3 		$247K Sell
13,675
-2,700
-16% -$54.2K 0.05% 88
2021
Q2 		$338K Buy
16,375
+4
+0% +$90 0.07% 82
2021
Q1 		$324K Buy
16,371
+2,057
+14% +$44.3K 0.07% 80
2020
Q4 		$328K Buy
14,314
+147
+1% +$3.72K 0.07% 80
2020
Q3 		$398K Sell
14,167
-652
-4% -$18.6K 0.09% 76
2020
Q2 		$399K Buy
14,819
+1,947
+15% +$48.6K 0.08% 104
2020
Q1 		$242K Buy
12,872
+7,380
+134% +$138K 0.05% 128
2019
Q4 		$102K Hold
5,492
– – 0.02% 193
2019
Q3 		$95K Buy
5,492
+100
+2% +$1.76K 0.02% 195
2019
Q2 		$85K Hold
5,392
– – 0.02% 207
2019
Q1 		$74K Buy
5,392
+2,307
+75% +$29.8K 0.02% 205
2018
Q4 		$73K Sell
3,085
-1,820
-37% -$23.5K 0.02% 211
2018
Q3 		$54K Hold
4,905
– – 0.01% 244
2018
Q2 		$64K Hold
4,905
– – 0.02% 221
2018
Q1 		$61K Hold
4,905
– – 0.02% 208
2017
Q4 		$71K Sell
4,905
-22,040
-82% -$325K 0.02% 190
2017
Q3 		$435K Sell
26,945
-5,325
-17% -$89K 0.13% 87
2017
Q2 		$511K Buy
32,270
+22,170
+220% +$379K 0.16% 82
2017
Q1 		$193K Sell
10,100
-1,500
-13% -$27.7K 0.07% 123
2016
Q4 		$187K Buy
+11,600
New +$184K 0.07% 119
2016
Q1 		– Sell
-840
Closed -$6K – 470
2015
Q4 		$6K Hold
840
– – ﹤0.01% 331
2015
Q3 		$5K Buy
840
+655
+354% +$4.92K ﹤0.01% 344
2015
Q2 		$2K Hold
185
– – ﹤0.01% 386
2015
Q1 		$2K Buy
+185
New +$2.19K ﹤0.01% 381
2013
Q3 		– Sell
-3,000
Closed -$47K – 346
2013
Q2 		$47K Buy
+3,000
New +$60.8K 0.03% 135

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
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Edge Wealth Management's B Position: Q2 2026 in Review

Edge Wealth Management increased its Barrick Mining (B) stake by 0.43% in Q2 2026, buying an estimated $2.46K and bringing the position to 13,857 shares worth $509K. The position accounts for 0.09% of the portfolio, ranked #48.

Edge Wealth Management first reported a position in B in Q2 2013 and has held it in 42 quarters since. The position peaked at $594K in Q4 2025. 138 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Edge Wealth Management held 13,857 shares of Barrick Mining worth $509K as of Q2 2026.
  • Edge Wealth Management bought 60 Barrick Mining shares in Q2 2026, an estimated $2.46K.
  • Barrick Mining made up 0.09% of Edge Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Edge Wealth Management first reported a position in Barrick Mining in Q2 2013 and has held it in 42 quarters since.
  • Edge Wealth Management's Barrick Mining position peaked at $594K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.