PWA
B

Phoenix Wealth Advisors’s Barrick Mining B Stock Holding History

Phoenix Wealth Advisors’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 		$561K Sell
13,756
-906
-6% -$41.8K 0.22% 76
2025
Q4 		$639K Buy
14,662
+153
+1% +$5.74K 0.25% 71
2025
Q3 		$475K Sell
14,509
-556
-4% -$14.1K 0.18% 85
2025
Q2 		$314K Sell
15,065
-17
-0.1% -$332 0.13% 99
2025
Q1 		$293K Buy
15,082
+4,812
+47% +$84.3K 0.13% 100
2024
Q4 		$159K Sell
10,270
-11,177
-52% -$203K 0.07% 118
2024
Q3 		$427K Buy
21,447
+168
+0.8% +$3.2K 0.2% 80
2024
Q2 		$355K Sell
21,279
-2,505
-11% -$42.5K 0.18% 91
2024
Q1 		$396K Sell
23,784
-490
-2% -$7.66K 0.24% 76
2023
Q4 		$434K Sell
24,274
-39
-0.2% -$640 0.3% 62
2023
Q3 		$354K Buy
24,313
+18
+0.1% +$295 0.21% 69
2023
Q2 		$411K Buy
24,295
+2,381
+11% +$43.4K 0.24% 57
2023
Q1 		$407K Buy
21,914
+1,628
+8% +$29.3K 0.25% 55
2022
Q4 		$349K Buy
20,286
+791
+4% +$12.6K 0.21% 64
2022
Q3 		$302K Sell
19,495
-35
-0.2% -$552 0.3% 73
2022
Q2 		$345K Buy
19,530
+1,218
+7% +$26.4K 0.34% 69
2022
Q1 		$451K Buy
+18,312
New +$394K 0.47% 55
2021
Q4 		– Sell
-39
Closed -$1K – 215
2021
Q3 		$1K Sell
39
-10,069
-100% -$202K ﹤0.01% 367
2021
Q2 		$215K Buy
10,108
+872
+9% +$19.7K 0.16% 117
2021
Q1 		$188K Buy
9,236
+2,374
+35% +$51.2K 0.15% 117
2020
Q4 		$156K Buy
+6,862
New +$174K 0.12% 124

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Wealth Advisors's B Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Barrick Mining (B) stake by 6.2% in Q1 2026, selling an estimated $41.8K and leaving 13,756 shares worth $561K. The position accounts for 0.22% of the portfolio, ranked #76.

Phoenix Wealth Advisors first reported a position in B in Q4 2020 and has held it in 21 quarters since. The position peaked at $639K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Phoenix Wealth Advisors held 13,756 shares of Barrick Mining worth $561K as of Q1 2026.
  • Phoenix Wealth Advisors sold 906 Barrick Mining shares in Q1 2026, an estimated $41.8K.
  • Barrick Mining made up 0.22% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #76 holding.
  • Phoenix Wealth Advisors first reported a position in Barrick Mining in Q4 2020 and has held it in 21 quarters since.
  • Phoenix Wealth Advisors's Barrick Mining position peaked at $639K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.