HFR Wealth Management’s Barrick Mining B Stock Holding History

HFR 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 Q2	$706K	Hold	19,229	–	–	0.17%	35
2026 Q1	$784K	Sell	19,229 -1,200	-6%	-$55.4K	0.19%	33
2025 Q4	$890K	Hold	20,429	–	–	0.21%	31
2025 Q3	$669K	Hold	20,429	–	–	0.15%	34
2025 Q2	$425K	Hold	20,429	–	–	0.1%	38
2025 Q1	$397K	Sell	20,429 -820	-4%	-$14.4K	0.1%	42
2024 Q4	$329K	Hold	21,249	–	–	0.08%	47
2024 Q3	$423K	Hold	21,249	–	–	0.1%	44
2024 Q2	$354K	Sell	21,249 -460,470	-96%	-$7.82M	0.09%	48
2024 Q1	$8.02M	Buy	481,719 +9,210	+2%	+$144K	2.03%	30
2023 Q4	$8.55M	Buy	472,509 +4,696	+1%	+$77.1K	2.32%	26
2023 Q3	$6.81M	Sell	467,813 -3,908	-0.8%	-$64.1K	1.99%	33
2023 Q2	$7.99M	Buy	471,721 +2,201	+0.5%	+$40.1K	2.22%	33
2023 Q1	$8.72M	Buy	469,520 +2,264	+0.5%	+$40.7K	2.48%	25
2022 Q4	$8.03M	Buy	467,256 +2,941	+0.6%	+$46.8K	2.33%	28
2022 Q3	$7.2M	Sell	464,315 -150	-0%	-$2.37K	2.35%	26
2022 Q2	$8.22M	Buy	464,465 +3,788	+0.8%	+$82.2K	2.48%	25
2022 Q1	$11.3M	Buy	460,677 +1,998	+0.4%	+$43K	2.99%	10
2021 Q4	$8.71M	Buy	458,679 +12,085	+3%	+$229K	2.19%	28
2021 Q3	$8.06M	Buy	446,594 +13,238	+3%	+$266K	2.35%	25
2021 Q2	$8.96M	Buy	+433,356	New	+$9.77M	2.7%	18

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

HFR Wealth Management's B Position: Q2 2026 in Review

HFR Wealth Management held its Barrick Mining (B) position steady in Q2 2026 at 19,229 shares worth $706K. The position accounts for 0.17% of the portfolio, ranked #35.

HFR Wealth Management first reported a position in B in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.3M in Q1 2022. 1,005 funds tracked by Wall St. Rank hold B as of Q2 2026.

HFR Wealth Management held 19,229 shares of Barrick Mining worth $706K as of Q2 2026.
HFR Wealth Management left its Barrick Mining share count unchanged in Q2 2026.
Barrick Mining made up 0.17% of HFR Wealth Management's portfolio in Q2 2026, its #35 holding.
HFR Wealth Management first reported a position in Barrick Mining in Q2 2021 and has held it in 21 quarters since.
HFR Wealth Management's Barrick Mining position peaked at $11.3M in Q1 2022.
1,005 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.