RFP
B

Root Financial Partners’s Barrick Mining B Stock Holding History

Root Financial Partners’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 		$11.5K Sell
281
-141
-33% -$6.51K ﹤0.01% 1614
2025
Q4 		$18.4K Buy
422
+12
+3% +$450 ﹤0.01% 1225
2025
Q3 		$13.4K Buy
+410
New +$10.4K ﹤0.01% 1310

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

Root Financial Partners's B Position: Q1 2026 in Review

Root Financial Partners reduced its Barrick Mining (B) stake by 33% in Q1 2026, selling an estimated $6.51K and leaving 281 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Root Financial Partners first reported a position in B in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.4K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Root Financial Partners held 281 shares of Barrick Mining worth $11.5K as of Q1 2026.
  • Root Financial Partners sold 141 Barrick Mining shares in Q1 2026, an estimated $6.51K.
  • Barrick Mining made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1614 holding.
  • Root Financial Partners first reported a position in Barrick Mining in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Barrick Mining position peaked at $18.4K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.