EPIM
B

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

Evelyn Partners Investment 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
Q1 		$382K Sell
9,366
-730
-7% -$33.7K 0.01% 172
2025
Q4 		$440K Sell
10,096
-166
-2% -$6.23K 0.01% 166
2025
Q3 		$337K Sell
10,262
-174
-2% -$4.41K 0.01% 174
2025
Q2 		$217K Buy
+10,436
New +$204K 0.01% 195

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's B Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Barrick Mining (B) stake by 7.2% in Q1 2026, selling an estimated $33.7K and leaving 9,366 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #172.

Evelyn Partners Investment Management first reported a position in B in Q2 2025 and has held it in 4 quarters since. The position peaked at $440K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Evelyn Partners Investment Management held 9,366 shares of Barrick Mining worth $382K as of Q1 2026.
  • Evelyn Partners Investment Management sold 730 Barrick Mining shares in Q1 2026, an estimated $33.7K.
  • Barrick Mining made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #172 holding.
  • Evelyn Partners Investment Management first reported a position in Barrick Mining in Q2 2025 and has held it in 4 quarters since.
  • Evelyn Partners Investment Management's Barrick Mining position peaked at $440K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

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