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Summit Wealth Group, LLC/OK’s Barrick Mining B Stock Holding History

Summit Wealth Group, LLC/OK’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
Q3 		$204K Buy
+5,022
New +$206K 0.35% 52
2026
Q2 		– Sell
-5,022
Closed -$205K – 63
2026
Q1 		$205K Hold
5,022
– – 0.29% 57
2025
Q4 		$219K Buy
+5,022
New +$188K 0.23% 62

Other funds holding B

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Summit Wealth Group, LLC/OK's B Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK opened a new position in Barrick Mining (B) in Q3 2026: 5,022 shares worth $204K. The stake represents 0.35% of the portfolio and ranks #52 among its holdings. This is a return to the name: Summit Wealth Group, LLC/OK previously reported a position in B as recently as Q1 2026.

Summit Wealth Group, LLC/OK first reported a position in B in Q4 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 561 funds tracked by Wall St. Rank hold B as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 5,022 shares of Barrick Mining worth $204K as of Q3 2026.
  • Barrick Mining was a new Summit Wealth Group, LLC/OK position in Q3 2026.
  • Barrick Mining made up 0.35% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #52 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Barrick Mining in Q4 2025 and has held it in 3 quarters since.
  • Summit Wealth Group, LLC/OK's Barrick Mining position peaked at $219K in Q4 2025.
  • 561 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.