Heritage Wealth Management (Ohio)’s Barrick Mining B Stock Holding History

Heritage Wealth Management (Ohio)’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	$316K	Sell	8,606 -350	-4%	-$14.3K	0.08%	217
2026 Q1	$365K	Sell	8,956 -100	-1%	-$4.62K	0.18%	113
2025 Q4	$394K	Hold	9,056	–	–	0.11%	176
2025 Q3	$297K	Buy	+9,056	New	+$229K	0.09%	193
2024 Q4	–	Sell	-13,550	Closed	-$270K	–	230
2024 Q3	$270K	Hold	13,550	–	–	0.09%	195
2024 Q2	$236K	Buy	+13,550	New	+$230K	0.08%	202

Other funds holding B

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s B Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Barrick Mining (B) stake by 3.9% in Q2 2026, selling an estimated $14.3K and leaving 8,606 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #217.

Heritage Wealth Management (Ohio) first reported a position in B in Q2 2024 and has held it in 6 quarters since. The position peaked at $394K in Q4 2025. 1,012 funds tracked by Wall St. Rank hold B as of Q2 2026.

Heritage Wealth Management (Ohio) held 8,606 shares of Barrick Mining worth $316K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 350 Barrick Mining shares in Q2 2026, an estimated $14.3K.
Barrick Mining made up 0.08% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #217 holding.
Heritage Wealth Management (Ohio) first reported a position in Barrick Mining in Q2 2024 and has held it in 6 quarters since.
Heritage Wealth Management (Ohio)'s Barrick Mining position peaked at $394K in Q4 2025.
1,012 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.