PWP
B

Phillips Wealth Planners’s Barrick Mining B Stock Holding History

Phillips Wealth Planners’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 		– Sell
-5,344
Closed -$251K – 220
2026
Q1 		$251K Buy
+5,344
New +$247K 0.19% 174

Other funds holding B

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Phillips Wealth Planners's B Position: Q2 2026 in Review

Phillips Wealth Planners sold out of Barrick Mining (B) in Q2 2026, closing a stake of 5,344 shares — an estimated $251K sold.

Phillips Wealth Planners first reported a position in B in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 1,010 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Phillips Wealth Planners reported no remaining Barrick Mining position as of Q2 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 5,344 Barrick Mining shares in Q2 2026, an estimated $251K.
  • Phillips Wealth Planners first reported a position in Barrick Mining in Q1 2026 and held it in 1 quarter.
  • Phillips Wealth Planners's Barrick Mining position peaked at $251K in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.