EWM
B

Evermay Wealth Management’s Barrick Mining B Stock Holding History

Evermay 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
Q1 		– Sell
-5
Closed -$218 – 608
2025
Q4 		$218 Hold
5
– – ﹤0.01% 556
2025
Q3 		$164 Sell
5
-300
-98% -$7.6K ﹤0.01% 537
2025
Q2 		$6.35K Buy
+305
New +$5.96K ﹤0.01% 467

Other funds holding B

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evermay Wealth Management's B Position: Q1 2026 in Review

Evermay Wealth Management sold out of Barrick Mining (B) in Q1 2026, closing a stake of 5 shares — an estimated $218 sold.

Evermay Wealth Management first reported a position in B in Q2 2025 and held it in 3 quarters. The position peaked at $6.35K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Evermay Wealth Management reported no remaining Barrick Mining position as of Q1 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 5 Barrick Mining shares in Q1 2026, an estimated $218.
  • Evermay Wealth Management first reported a position in Barrick Mining in Q2 2025 and held it in 3 quarters.
  • Evermay Wealth Management's Barrick Mining position peaked at $6.35K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.