EPIMS
B

Evelyn Partners Investment Management Services’s Barrick Mining B Stock Holding History

Evelyn Partners Investment Management Services’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
Q1 		$1.55M Hold
37,968
– – 0.18% 77
2025
Q4 		$1.65M Hold
37,968
– – 0.21% 73
2025
Q3 		$1.25M Hold
37,968
– – 0.17% 77
2025
Q2 		$791K Buy
+37,968
New +$742K 0.12% 86

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evelyn Partners Investment Management Services's B Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Barrick Mining (B) position steady in Q1 2026 at 37,968 shares worth $1.55M. The position accounts for 0.18% of the portfolio, ranked #77.

Evelyn Partners Investment Management Services first reported a position in B in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.65M in Q4 2025. 1,018 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Evelyn Partners Investment Management Services held 37,968 shares of Barrick Mining worth $1.55M as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Barrick Mining share count unchanged in Q1 2026.
  • Barrick Mining made up 0.18% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #77 holding.
  • Evelyn Partners Investment Management Services first reported a position in Barrick Mining in Q2 2025 and has held it in 4 quarters since.
  • Evelyn Partners Investment Management Services's Barrick Mining position peaked at $1.65M in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.