PWSG
B

Pacific Wealth Strategies Group’s Barrick Mining B Stock Holding History

Pacific Wealth Strategies Group’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 		$1.71M Buy
46,619
+25,703
+123% +$1.05M 0.98% 31
2026
Q1 		$853K Buy
20,916
+4,020
+24% +$186K 0.53% 35
2025
Q4 		$736K Buy
16,896
+9,985
+144% +$375K 0.42% 37
2025
Q3 		$226K Buy
+6,911
New +$175K 0.14% 56

Other funds holding B

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PL
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

Pacific Wealth Strategies Group's B Position: Q2 2026 in Review

Pacific Wealth Strategies Group increased its Barrick Mining (B) stake by 123% in Q2 2026, buying an estimated $1.05M and bringing the position to 46,619 shares worth $1.71M. The position accounts for 0.98% of the portfolio, ranked #31.

Pacific Wealth Strategies Group first reported a position in B in Q3 2025 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Pacific Wealth Strategies Group held 46,619 shares of Barrick Mining worth $1.71M as of Q2 2026.
  • Pacific Wealth Strategies Group bought 25,703 Barrick Mining shares in Q2 2026, an estimated $1.05M.
  • Barrick Mining made up 0.98% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #31 holding.
  • Pacific Wealth Strategies Group first reported a position in Barrick Mining in Q3 2025 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.