PWG
B

Portside Wealth Group’s Barrick Mining B Stock Holding History

Portside Wealth 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 		$1.2M Buy
32,799
+4,134
+14% +$169K 0.14% 164
2026
Q1 		$1.17M Buy
28,665
+1,158
+4% +$53.5K 0.16% 151
2025
Q4 		$1.2M Buy
27,507
+1,963
+8% +$73.6K 0.16% 143
2025
Q3 		$837K Sell
25,544
-2,605
-9% -$66K 0.12% 186
2025
Q2 		$586K Sell
28,149
-58
-0.2% -$1.13K 0.09% 218
2025
Q1 		$548K Sell
28,207
-10,484
-27% -$184K 0.09% 215
2024
Q4 		$600K Sell
38,691
-3,186
-8% -$57.9K 0.1% 202
2024
Q3 		$833K Buy
41,877
+249
+0.6% +$4.74K 0.14% 162
2024
Q2 		$694K Sell
41,628
-14,553
-26% -$247K 0.13% 162
2024
Q1 		$935K Buy
56,181
+2,276
+4% +$35.6K 0.17% 137
2023
Q4 		$975K Sell
53,905
-7,015
-12% -$115K 0.18% 127
2023
Q3 		$884K Sell
60,920
-5,861
-9% -$96.1K 0.17% 128
2023
Q2 		$1.13M Buy
+66,781
New +$1.22M 0.21% 109

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
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Portside Wealth Group's B Position: Q2 2026 in Review

Portside Wealth Group increased its Barrick Mining (B) stake by 14% in Q2 2026, buying an estimated $169K and bringing the position to 32,799 shares worth $1.2M. The position accounts for 0.14% of the portfolio, ranked #164.

Portside Wealth Group first reported a position in B in Q2 2023 and has held it in 13 quarters since. 138 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Portside Wealth Group held 32,799 shares of Barrick Mining worth $1.2M as of Q2 2026.
  • Portside Wealth Group bought 4,134 Barrick Mining shares in Q2 2026, an estimated $169K.
  • Barrick Mining made up 0.14% of Portside Wealth Group's portfolio in Q2 2026, its #164 holding.
  • Portside Wealth Group first reported a position in Barrick Mining in Q2 2023 and has held it in 13 quarters since.
  • 138 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.