EWA
B

EverSource Wealth Advisors’s Barrick Mining B Stock Holding History

EverSource 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 		$257K Sell
7,007
-1,014
-13% -$41.6K 0.01% 885
2026
Q1 		$327K Buy
8,021
+3,691
+85% +$170K 0.01% 803
2025
Q4 		$189K Buy
4,330
+1,022
+31% +$38.3K 0.01% 975
2025
Q3 		$108K Buy
3,308
+755
+30% +$19.1K ﹤0.01% 1236
2025
Q2 		$53.2K Buy
2,553
+80
+3% +$1.56K ﹤0.01% 1577
2025
Q1 		$48.1K Buy
2,473
+557
+29% +$9.76K ﹤0.01% 1262
2024
Q4 		$29.7K Sell
1,916
-773
-29% -$14.1K ﹤0.01% 1424
2024
Q3 		$53.5K Buy
2,689
+714
+36% +$13.6K ﹤0.01% 1042
2024
Q2 		$36.6K Sell
1,975
-2,177
-52% -$37K ﹤0.01% 1246
2024
Q1 		$69.1K Buy
4,152
+2,358
+131% +$36.9K 0.01% 852
2023
Q4 		$32.5K Buy
1,794
+1,143
+176% +$18.8K ﹤0.01% 1061
2023
Q3 		$9.47K Sell
651
-89
-12% -$1.46K ﹤0.01% 1442
2023
Q2 		$12.5K Sell
740
-29
-4% -$529 ﹤0.01% 1345
2023
Q1 		$14.3K Buy
769
+140
+22% +$2.52K ﹤0.01% 1216
2022
Q4 		$10.8K Sell
629
-29
-4% -$461 ﹤0.01% 1303
2022
Q3 		$10K Hold
658
– – ﹤0.01% 1135
2022
Q2 		$12K Hold
658
– – ﹤0.01% 983
2022
Q1 		$16K Buy
658
+58
+10% +$1.25K ﹤0.01% 791
2021
Q4 		$11K Buy
+600
New +$11.4K ﹤0.01% 922

Other funds holding B

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

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

EverSource Wealth Advisors reduced its Barrick Mining (B) stake by 13% in Q2 2026, selling an estimated $41.6K and leaving 7,007 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #885.

EverSource Wealth Advisors first reported a position in B in Q4 2021 and has held it in 19 quarters since. The position peaked at $327K in Q1 2026. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • EverSource Wealth Advisors held 7,007 shares of Barrick Mining worth $257K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,014 Barrick Mining shares in Q2 2026, an estimated $41.6K.
  • Barrick Mining made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #885 holding.
  • EverSource Wealth Advisors first reported a position in Barrick Mining in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Barrick Mining position peaked at $327K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.