EWA
B

EP Wealth Advisors’s Barrick Mining B Stock Holding History

EP Wealth Advisors’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 		$418K Buy
11,378
+4,375
+62% +$179K ﹤0.01% 1114
2026
Q1 		$286K Sell
7,003
-2,203
-24% -$102K ﹤0.01% 1195
2025
Q4 		$401K Buy
+9,206
New +$345K ﹤0.01% 976

Other funds holding B

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

EP Wealth Advisors's B Position: Q2 2026 in Review

EP Wealth Advisors increased its Barrick Mining (B) stake by 62% in Q2 2026, buying an estimated $179K and bringing the position to 11,378 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

EP Wealth Advisors first reported a position in B in Q4 2025 and has held it in 3 quarters since. 1,010 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • EP Wealth Advisors held 11,378 shares of Barrick Mining worth $418K as of Q2 2026.
  • EP Wealth Advisors bought 4,375 Barrick Mining shares in Q2 2026, an estimated $179K.
  • Barrick Mining made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1114 holding.
  • EP Wealth Advisors first reported a position in Barrick Mining in Q4 2025 and has held it in 3 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.