Jeppson Wealth Management
B icon

Jeppson Wealth Management’s Barrick Mining B Stock Holding History

Jeppson 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
Q3 		$488K Hold
11,992
– – 0.14% 143
2026
Q2 		$440K Buy
11,992
+69
+0.6% +$2.83K 0.13% 153
2026
Q1 		$486K Sell
11,923
-300
-2% -$13.9K 0.15% 128
2025
Q4 		$532K Sell
12,223
-50
-0.4% -$1.88K 0.17% 116
2025
Q3 		$402K Sell
12,273
-350
-3% -$8.87K 0.13% 144
2025
Q2 		$263K Buy
12,623
+1,850
+17% +$36.2K 0.09% 177
2025
Q1 		$209K Buy
10,773
+50
+0.5% +$876 0.08% 191
2024
Q4 		$166K Sell
10,723
-450
-4% -$8.18K 0.06% 193
2024
Q3 		$222K Sell
11,173
-640
-5% -$12.2K 0.08% 185
2024
Q2 		$197K Sell
11,813
-11
-0.1% -$187 0.08% 194
2024
Q1 		$197K Sell
11,824
-2,941
-20% -$46K 0.08% 199
2023
Q4 		$267K Sell
14,765
-3,686
-20% -$60.5K 0.11% 167
2023
Q3 		$268K Buy
18,451
+1,615
+10% +$26.5K 0.12% 151
2023
Q2 		$285K Sell
16,836
-75
-0.4% -$1.37K 0.12% 152
2023
Q1 		$314K Sell
16,911
-271
-2% -$4.87K 0.14% 141
2022
Q4 		$295K Buy
17,182
+2,515
+17% +$40K 0.12% 147
2022
Q3 		$227K Sell
14,667
-4,747
-24% -$74.9K 0.1% 171
2022
Q2 		$343K Buy
19,414
+630
+3% +$13.7K 0.15% 128
2022
Q1 		$460K Buy
18,784
+4,490
+31% +$96.7K 0.21% 101
2021
Q4 		$272K Buy
14,294
+1,260
+10% +$23.9K 0.13% 129
2021
Q3 		$235K Buy
+13,034
New +$262K 0.12% 134
2020
Q4 		– Sell
-4,706
Closed -$132K – 247
2020
Q3 		$132K Buy
+4,706
New +$134K 0.1% 146

Other funds holding B

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

Jeppson Wealth Management's B Position: Q3 2026 in Review

Jeppson Wealth Management held its Barrick Mining (B) position steady in Q3 2026 at 11,992 shares worth $488K. The position accounts for 0.14% of the portfolio, ranked #143.

Jeppson Wealth Management first reported a position in B in Q3 2020 and has held it in 22 quarters since. The position peaked at $532K in Q4 2025. 509 funds tracked by Wall St. Rank hold B as of Q3 2026.

  • Jeppson Wealth Management held 11,992 shares of Barrick Mining worth $488K as of Q3 2026.
  • Jeppson Wealth Management left its Barrick Mining share count unchanged in Q3 2026.
  • Barrick Mining made up 0.14% of Jeppson Wealth Management's portfolio in Q3 2026, its #143 holding.
  • Jeppson Wealth Management first reported a position in Barrick Mining in Q3 2020 and has held it in 22 quarters since.
  • Jeppson Wealth Management's Barrick Mining position peaked at $532K in Q4 2025.
  • 509 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.