FFM
B

Forum Financial Management’s Barrick Mining B Stock Holding History

Forum Financial 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
-11,394
Closed -$496K – 606
2025
Q4 		$496K Hold
11,394
– – 0.01% 475
2025
Q3 		$373K Buy
11,394
+10
+0.1% +$253 0.01% 609
2025
Q2 		$237K Sell
11,384
-2,347
-17% -$45.9K ﹤0.01% 802
2025
Q1 		$267K Buy
+13,731
New +$241K ﹤0.01% 655

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

Forum Financial Management's B Position: Q1 2026 in Review

Forum Financial Management sold out of Barrick Mining (B) in Q1 2026, closing a stake of 11,394 shares — an estimated $496K sold.

Forum Financial Management first reported a position in B in Q1 2025 and held it in 4 quarters. The position peaked at $496K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Forum Financial Management reported no remaining Barrick Mining position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 11,394 Barrick Mining shares in Q1 2026, an estimated $496K.
  • Forum Financial Management first reported a position in Barrick Mining in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Barrick Mining position peaked at $496K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.