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Elevation Wealth Partners’s Barrick Mining B Stock Holding History

Elevation 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
Q3 		– Sell
-73
Closed -$2.68K – 1368
2026
Q2 		$2.68K Buy
+73
New +$2.99K ﹤0.01% 1151

Other funds holding B

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Elevation Wealth Partners's B Position: Q3 2026 in Review

Elevation Wealth Partners sold out of Barrick Mining (B) in Q3 2026, closing a stake of 73 shares — an estimated $2.68K sold.

Elevation Wealth Partners first reported a position in B in Q2 2026 and held it in 1 quarter. The position peaked at $2.68K in Q2 2026. 41 funds tracked by Wall St. Rank hold B as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Barrick Mining position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 73 Barrick Mining shares in Q3 2026, an estimated $2.68K.
  • Elevation Wealth Partners first reported a position in Barrick Mining in Q2 2026 and held it in 1 quarter.
  • Elevation Wealth Partners's Barrick Mining position peaked at $2.68K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.