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 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s B Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Barrick Mining (B) stake by 1.1% in Q1 2026, selling an estimated $4.62K and leaving 8,956 shares worth $365K. The position accounts for 0.18% of the portfolio, ranked #113.

Heritage Wealth Management (Ohio) first reported a position in B in Q2 2024 and has held it in 5 quarters since. The position peaked at $394K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

Heritage Wealth Management (Ohio) held 8,956 shares of Barrick Mining worth $365K as of Q1 2026.
Heritage Wealth Management (Ohio) sold 100 Barrick Mining shares in Q1 2026, an estimated $4.62K.
Barrick Mining made up 0.18% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #113 holding.
Heritage Wealth Management (Ohio) first reported a position in Barrick Mining in Q2 2024 and has held it in 5 quarters since.
Heritage Wealth Management (Ohio)'s Barrick Mining position peaked at $394K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.