JFS Wealth Advisors’s Barrick Mining B Stock Holding History

JFS Wealth Advisors’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	$18.2K	Hold	496	–	–	﹤0.01%	795
2026 Q1	$20.2K	Hold	496	–	–	﹤0.01%	732
2025 Q4	$21.6K	Buy	+496	New	+$18.6K	﹤0.01%	729
2025 Q2	–	Sell	-411	Closed	-$7.99K	–	1911
2025 Q1	$7.99K	Buy	411 +47	+13%	+$823	﹤0.01%	953
2024 Q4	$5.64K	Sell	364 -1,545	-81%	-$28.1K	﹤0.01%	1084
2024 Q3	$38K	Buy	1,909 +1,563	+452%	+$29.8K	﹤0.01%	514
2024 Q2	$5.77K	Hold	346	–	–	﹤0.01%	1010
2024 Q1	$5.76K	Buy	346 +62	+22%	+$970	﹤0.01%	1047
2023 Q4	$5.14K	Sell	284 -118	-29%	-$1.94K	﹤0.01%	1050
2023 Q3	$5.85K	Sell	402 -33	-8%	-$541	﹤0.01%	926
2023 Q2	$7.37K	Sell	435 -340	-44%	-$6.2K	﹤0.01%	841
2023 Q1	$14.4K	Sell	775 -33	-4%	-$593	﹤0.01%	604
2022 Q4	$13.9K	Buy	808 +558	+223%	+$8.88K	﹤0.01%	608
2022 Q3	$4K	Sell	250 -543	-68%	-$8.57K	﹤0.01%	1063
2022 Q2	$14K	Sell	793 -433	-35%	-$9.39K	﹤0.01%	665
2022 Q1	$30K	Buy	1,226 +586	+92%	+$12.6K	﹤0.01%	521
2021 Q4	$12K	Sell	640 -1,878	-75%	-$35.7K	﹤0.01%	659
2021 Q3	$45K	Buy	2,518 +2,018	+404%	+$40.5K	﹤0.01%	430
2021 Q2	$10K	Hold	500	–	–	﹤0.01%	441
2021 Q1	$10K	Hold	500	–	–	﹤0.01%	415
2020 Q4	$11K	Hold	500	–	–	﹤0.01%	410
2020 Q3	$14K	Hold	500	–	–	﹤0.01%	358
2020 Q2	$13K	Hold	500	–	–	﹤0.01%	359
2020 Q1	$9K	Hold	500	–	–	﹤0.01%	356
2019 Q4	$9K	Hold	500	–	–	﹤0.01%	376
2019 Q3	$9K	Hold	500	–	–	﹤0.01%	375
2019 Q2	$8K	Hold	500	–	–	﹤0.01%	383
2019 Q1	$7K	Sell	500 -175	-26%	-$2.26K	﹤0.01%	375
2018 Q4	$9K	Buy	675 +175	+35%	+$2.26K	﹤0.01%	355
2018 Q3	$6K	Hold	500	–	–	﹤0.01%	444
2018 Q2	$7K	Hold	500	–	–	﹤0.01%	391
2018 Q1	$6K	Hold	500	–	–	﹤0.01%	404
2017 Q4	$7K	Hold	500	–	–	﹤0.01%	400
2017 Q3	$8K	Hold	500	–	–	﹤0.01%	375
2017 Q2	$8K	Hold	500	–	–	﹤0.01%	352
2017 Q1	$8K	Hold	500	–	–	﹤0.01%	364
2016 Q4	$8K	Hold	500	–	–	﹤0.01%	364
2016 Q3	$9K	Hold	500	–	–	﹤0.01%	390
2016 Q2	$11K	Hold	500	–	–	﹤0.01%	379
2016 Q1	$7K	Hold	500	–	–	﹤0.01%	427
2015 Q4	$4K	Hold	500	–	–	﹤0.01%	466
2015 Q3	$3K	Buy	500 +354	+242%	+$2.66K	﹤0.01%	418
2015 Q2	$2K	Buy	+146	New	+$1.78K	﹤0.01%	465

Other funds holding B

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

JFS Wealth Advisors's B Position: Q2 2026 in Review

JFS Wealth Advisors held its Barrick Mining (B) position steady in Q2 2026 at 496 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

JFS Wealth Advisors first reported a position in B in Q2 2015 and has held it in 43 quarters since. The position peaked at $45K in Q3 2021. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

JFS Wealth Advisors held 496 shares of Barrick Mining worth $18.2K as of Q2 2026.
JFS Wealth Advisors left its Barrick Mining share count unchanged in Q2 2026.
Barrick Mining made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #795 holding.
JFS Wealth Advisors first reported a position in Barrick Mining in Q2 2015 and has held it in 43 quarters since.
JFS Wealth Advisors's Barrick Mining position peaked at $45K in Q3 2021.
259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.