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Morling Financial Advisors’s B2Gold BTG Stock Holding History

Morling Financial Advisors’s Portfolio BTG Stock Details BTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163K Buy
43,500
+20,000
+85% +$91.7K 0.05% 86
2026
Q1 		$106K Buy
+23,500
New +$118K 0.03% 88

Other funds holding BTG

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morling Financial Advisors's BTG Position: Q2 2026 in Review

Morling Financial Advisors increased its B2Gold (BTG) stake by 85% in Q2 2026, buying an estimated $91.7K and bringing the position to 43,500 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #86.

Morling Financial Advisors first reported a position in BTG in Q1 2026 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold BTG as of Q2 2026.

  • Morling Financial Advisors held 43,500 shares of B2Gold worth $163K as of Q2 2026.
  • Morling Financial Advisors bought 20,000 B2Gold shares in Q2 2026, an estimated $91.7K.
  • B2Gold made up 0.05% of Morling Financial Advisors's portfolio in Q2 2026, its #86 holding.
  • Morling Financial Advisors first reported a position in B2Gold in Q1 2026 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held B2Gold as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.