LMFP
B

Larry Mathis Financial Planning’s Barrick Mining B Stock Holding History

Larry Mathis Financial Planning’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 		$260K Sell
7,075
-1,770
-20% -$72.6K 0.2% 118
2026
Q1 		$361K Sell
8,845
-185
-2% -$8.54K 0.32% 91
2025
Q4 		$393K Buy
+9,030
New +$339K 0.35% 88

Other funds holding B

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Larry Mathis Financial Planning's B Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Barrick Mining (B) stake by 20% in Q2 2026, selling an estimated $72.6K and leaving 7,075 shares worth $260K. The position accounts for 0.2% of the portfolio, ranked #118.

Larry Mathis Financial Planning first reported a position in B in Q4 2025 and has held it in 3 quarters since. The position peaked at $393K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Larry Mathis Financial Planning held 7,075 shares of Barrick Mining worth $260K as of Q2 2026.
  • Larry Mathis Financial Planning sold 1,770 Barrick Mining shares in Q2 2026, an estimated $72.6K.
  • Barrick Mining made up 0.2% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #118 holding.
  • Larry Mathis Financial Planning first reported a position in Barrick Mining in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Barrick Mining position peaked at $393K in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.