Roehl & Yi Investment Advisors’s Barrick Mining B Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$354K Sell
9,620
-40
-0.4% -$1.64K 0.12% 139
2026
Q1
$394K Buy
+9,660
New +$446K 0.15% 112

Other funds holding B

Roehl & Yi Investment Advisors's B Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Barrick Mining (B) stake by 0.41% in Q2 2026, selling an estimated $1.64K and leaving 9,620 shares worth $354K. The position accounts for 0.12% of the portfolio, ranked #139.

Roehl & Yi Investment Advisors first reported a position in B in Q1 2026 and has held it in 2 quarters since. The position peaked at $394K in Q1 2026. 1,009 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Roehl & Yi Investment Advisors held 9,620 shares of Barrick Mining worth $354K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 40 Barrick Mining shares in Q2 2026, an estimated $1.64K.
  • Barrick Mining made up 0.12% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #139 holding.
  • Roehl & Yi Investment Advisors first reported a position in Barrick Mining in Q1 2026 and has held it in 2 quarters since.
  • Roehl & Yi Investment Advisors's Barrick Mining position peaked at $394K in Q1 2026.
  • 1,009 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.