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
Q2 		– Sell
-281
Closed -$11.5K – 1539
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

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Root Financial Partners's B Position: Q2 2026 in Review

Root Financial Partners sold out of Barrick Mining (B) in Q2 2026, closing a stake of 281 shares — an estimated $11.5K sold.

Root Financial Partners first reported a position in B in Q3 2025 and held it in 3 quarters. The position peaked at $18.4K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Root Financial Partners reported no remaining Barrick Mining position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 281 Barrick Mining shares in Q2 2026, an estimated $11.5K.
  • Root Financial Partners first reported a position in Barrick Mining in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Barrick Mining position peaked at $18.4K in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.