Legacy Financial Advisors’s Barrick Mining B Stock Holding History

Legacy Financial 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	$430K	Buy	10,537 +1,968	+23%	+$90.9K	0.06%	257
2025 Q4	$373K	Buy	8,569 +319	+4%	+$12K	0.05%	277
2025 Q3	$270K	Sell	8,250 -3,138	-28%	-$79.5K	0.04%	348
2025 Q2	$237K	Sell	11,388 -1,906	-14%	-$37.3K	0.04%	310
2025 Q1	$258K	Buy	+13,294	New	+$233K	0.04%	299
2020 Q4	–	Sell	-8,861	Closed	-$249K	–	148
2020 Q3	$249K	Sell	8,861 -10,909	-55%	-$311K	0.08%	99
2020 Q2	$533K	Sell	19,770 -8,737	-31%	-$218K	0.19%	34
2020 Q1	$733K	Buy	28,507 +698	+3%	+$13.1K	0.27%	33
2019 Q4	$517K	Buy	+27,809	New	+$477K	0.16%	61
2019 Q2	–	Sell	-699	Closed	-$10K	–	426
2019 Q1	$10K	Hold	699	–	–	﹤0.01%	611
2018 Q4	$9K	Hold	699	–	–	﹤0.01%	589
2018 Q3	$7K	Hold	699	–	–	﹤0.01%	611
2018 Q2	$9K	Hold	699	–	–	﹤0.01%	546
2018 Q1	$8K	Hold	699	–	–	﹤0.01%	531
2017 Q4	$10K	Buy	+699	New	+$10.3K	﹤0.01%	477

Other funds holding B

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Advisors's B Position: Q1 2026 in Review

Legacy Financial Advisors increased its Barrick Mining (B) stake by 23% in Q1 2026, buying an estimated $90.9K and bringing the position to 10,537 shares worth $430K. The position accounts for 0.06% of the portfolio, ranked #257.

Legacy Financial Advisors first reported a position in B in Q4 2017 and has held it in 15 quarters since. The position peaked at $733K in Q1 2020. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

Legacy Financial Advisors held 10,537 shares of Barrick Mining worth $430K as of Q1 2026.
Legacy Financial Advisors bought 1,968 Barrick Mining shares in Q1 2026, an estimated $90.9K.
Barrick Mining made up 0.06% of Legacy Financial Advisors's portfolio in Q1 2026, its #257 holding.
Legacy Financial Advisors first reported a position in Barrick Mining in Q4 2017 and has held it in 15 quarters since.
Legacy Financial Advisors's Barrick Mining position peaked at $733K in Q1 2020.
1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.