Phoenix Financial’s Barrick Mining B Stock Holding History

Phoenix Financial’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 Q1	$755K	Sell	18,525 -8,775	-32%	-$405K	0.01%	254
2025 Q4	$1.19M	Hold	27,300	–	–	0.01%	218
2025 Q3	$895K	Sell	27,300 -27,000	-50%	-$684K	0.01%	238
2025 Q2	$1.13M	Buy	54,300 +12,800	+31%	+$250K	0.01%	222
2025 Q1	$811K	Buy	41,500 +17,455	+73%	+$306K	0.01%	225
2024 Q4	$373K	Sell	24,045 -2,315	-9%	-$42.1K	0.01%	289
2024 Q3	$525K	Buy	26,360 +14,060	+114%	+$268K	0.01%	246
2024 Q2	$207K	Buy	12,300 +300	+3%	+$5.09K	﹤0.01%	322
2024 Q1	$199K	Hold	12,000	–	–	﹤0.01%	383
2023 Q4	$217K	Hold	12,000	–	–	﹤0.01%	296
2023 Q3	$176K	Buy	+12,000	New	+$197K	﹤0.01%	301
2023 Q2	–	Sell	-12,000	Closed	-$221K	–	340
2023 Q1	$221K	Buy	+12,000	New	+$216K	﹤0.01%	263
2019 Q4	–	Sell	-700,000	Closed	-$11.6M	–	205
2019 Q3	$11.6M	Buy	+700,000	New	+$12.4M	0.55%	73

Other funds holding B

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial's B Position: Q1 2026 in Review

Phoenix Financial reduced its Barrick Mining (B) stake by 32% in Q1 2026, selling an estimated $405K and leaving 18,525 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #254.

Phoenix Financial first reported a position in B in Q3 2019 and has held it in 13 quarters since. The position peaked at $11.6M in Q3 2019. 1,020 funds tracked by Wall St. Rank hold B as of Q1 2026.

Phoenix Financial held 18,525 shares of Barrick Mining worth $755K as of Q1 2026.
Phoenix Financial sold 8,775 Barrick Mining shares in Q1 2026, an estimated $405K.
Barrick Mining made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #254 holding.
Phoenix Financial first reported a position in Barrick Mining in Q3 2019 and has held it in 13 quarters since.
Phoenix Financial's Barrick Mining position peaked at $11.6M in Q3 2019.
1,020 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.