KWM
B

Koa Wealth Management’s Barrick Mining B Stock Holding History

Koa 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
Q2 		$2.53M Buy
68,855
+3,474
+5% +$142K 1.72% 16
2026
Q1 		$2.67M Sell
65,381
-987
-1% -$45.6K 1.93% 15
2025
Q4 		$2.89M Buy
66,368
+828
+1% +$31.1K 1.98% 15
2025
Q3 		$2.15M Sell
65,540
-3,304
-5% -$83.7K 1.59% 19
2025
Q2 		$1.43M Buy
+68,844
New +$1.35M 1.14% 31

Other funds holding B

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PL
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

Koa Wealth Management's B Position: Q2 2026 in Review

Koa Wealth Management increased its Barrick Mining (B) stake by 5.3% in Q2 2026, buying an estimated $142K and bringing the position to 68,855 shares worth $2.53M. The position accounts for 1.72% of the portfolio, ranked #16.

Koa Wealth Management first reported a position in B in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.89M in Q4 2025. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Koa Wealth Management held 68,855 shares of Barrick Mining worth $2.53M as of Q2 2026.
  • Koa Wealth Management bought 3,474 Barrick Mining shares in Q2 2026, an estimated $142K.
  • Barrick Mining made up 1.72% of Koa Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Koa Wealth Management first reported a position in Barrick Mining in Q2 2025 and has held it in 5 quarters since.
  • Koa Wealth Management's Barrick Mining position peaked at $2.89M in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.