Moody Lynn & Lieberson’s Barrick Mining B Stock Holding History

Moody Lynn & Lieberson’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	$219K	Hold	5,950	–	–	0.01%	249
2026 Q1	$243K	Hold	5,950	–	–	0.01%	229
2025 Q4	$259K	Buy	+5,950	New	+$223K	0.01%	229
2022 Q2	–	Sell	-60,070	Closed	-$1.47M	–	229
2022 Q1	$1.47M	Sell	60,070 -126,480	-68%	-$2.72M	0.11%	98
2021 Q4	$3.54M	Buy	+186,550	New	+$3.54M	0.24%	73
2016 Q2	–	Sell	-388,225	Closed	-$5.27M	–	156
2016 Q1	$5.27M	Buy	+388,225	New	+$4.52M	0.83%	51
2015 Q3	–	Sell	-70,685	Closed	-$754K	–	177
2015 Q2	$754K	Buy	+70,685	New	+$862K	0.12%	104

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

Moody Lynn & Lieberson's B Position: Q2 2026 in Review

Moody Lynn & Lieberson held its Barrick Mining (B) position steady in Q2 2026 at 5,950 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #249.

Moody Lynn & Lieberson first reported a position in B in Q2 2015 and has held it in 7 quarters since. The position peaked at $5.27M in Q1 2016. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

Moody Lynn & Lieberson held 5,950 shares of Barrick Mining worth $219K as of Q2 2026.
Moody Lynn & Lieberson left its Barrick Mining share count unchanged in Q2 2026.
Barrick Mining made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #249 holding.
Moody Lynn & Lieberson first reported a position in Barrick Mining in Q2 2015 and has held it in 7 quarters since.
Moody Lynn & Lieberson's Barrick Mining position peaked at $5.27M in Q1 2016.
259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.