Klein Pavlis & Peasley Financial’s Barrick Mining B Stock Holding History

Klein Pavlis & Peasley Financial’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	$3.06M	Buy	83,412 +25,292	+44%	+$1.04M	1.59%	20
2026 Q1	$2.37M	Buy	58,120 +2,067	+4%	+$95.5K	1.31%	23
2025 Q4	$2.44M	Buy	+56,053	New	+$2.1M	1.44%	22
2025 Q3	–	Sell	-84,518	Closed	-$1.76M	–	92
2025 Q2	$1.76M	Buy	84,518 +6,199	+8%	+$121K	1.17%	29
2025 Q1	$1.54M	Buy	78,319 +12,097	+18%	+$212K	1.11%	28
2024 Q4	$1.03M	Buy	66,222 +8,041	+14%	+$146K	0.83%	45
2024 Q3	$1.16M	Buy	58,181 +1,414	+2%	+$26.9K	0.93%	41
2024 Q2	$947K	Buy	56,767 +19,425	+52%	+$330K	0.84%	47
2024 Q1	$621K	Sell	37,342 -36,239	-49%	-$567K	0.56%	60
2023 Q4	$1.33M	Buy	+73,581	New	+$1.21M	1.24%	31

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

Klein Pavlis & Peasley Financial's B Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Barrick Mining (B) stake by 44% in Q2 2026, buying an estimated $1.04M and bringing the position to 83,412 shares worth $3.06M. The position accounts for 1.59% of the portfolio, ranked #20.

Klein Pavlis & Peasley Financial first reported a position in B in Q4 2023 and has held it in 10 quarters since. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

Klein Pavlis & Peasley Financial held 83,412 shares of Barrick Mining worth $3.06M as of Q2 2026.
Klein Pavlis & Peasley Financial bought 25,292 Barrick Mining shares in Q2 2026, an estimated $1.04M.
Barrick Mining made up 1.59% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #20 holding.
Klein Pavlis & Peasley Financial first reported a position in Barrick Mining in Q4 2023 and has held it in 10 quarters since.
259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.