KWA
B

Kingswood Wealth Advisors’s Barrick Mining B Stock Holding History

Kingswood 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
Q1 		$278K Sell
6,811
-36
-0.5% -$1.66K 0.01% 740
2025
Q4 		$298K Sell
6,847
-357
-5% -$13.4K 0.01% 680
2025
Q3 		$236K Buy
+7,204
New +$183K 0.01% 713

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingswood Wealth Advisors's B Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Barrick Mining (B) stake by 0.53% in Q1 2026, selling an estimated $1.66K and leaving 6,811 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #740.

Kingswood Wealth Advisors first reported a position in B in Q3 2025 and has held it in 3 quarters since. The position peaked at $298K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Kingswood Wealth Advisors held 6,811 shares of Barrick Mining worth $278K as of Q1 2026.
  • Kingswood Wealth Advisors sold 36 Barrick Mining shares in Q1 2026, an estimated $1.66K.
  • Barrick Mining made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #740 holding.
  • Kingswood Wealth Advisors first reported a position in Barrick Mining in Q3 2025 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's Barrick Mining position peaked at $298K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.