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 Q2	$308K	Buy	8,374 +1,563	+23%	+$64.1K	0.01%	764
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

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

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

Kingswood Wealth Advisors increased its Barrick Mining (B) stake by 23% in Q2 2026, buying an estimated $64.1K and bringing the position to 8,374 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #764.

Kingswood Wealth Advisors first reported a position in B in Q3 2025 and has held it in 4 quarters since. 1,012 funds tracked by Wall St. Rank hold B as of Q2 2026.

Kingswood Wealth Advisors held 8,374 shares of Barrick Mining worth $308K as of Q2 2026.
Kingswood Wealth Advisors bought 1,563 Barrick Mining shares in Q2 2026, an estimated $64.1K.
Barrick Mining made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #764 holding.
Kingswood Wealth Advisors first reported a position in Barrick Mining in Q3 2025 and has held it in 4 quarters since.
1,012 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.