SageView Advisory Group’s Barrick Mining B Stock Holding History

SageView Advisory 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 Q1	–	Sell	-2,727	Closed	-$119K	–	1317
2025 Q4	$119K	Buy	+2,727	New	+$102K	﹤0.01%	775

Other funds holding B

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's B Position: Q1 2026 in Review

SageView Advisory Group sold out of Barrick Mining (B) in Q1 2026, closing a stake of 2,727 shares — an estimated $119K sold.

SageView Advisory Group first reported a position in B in Q4 2025 and held it in 1 quarter. The position peaked at $119K in Q4 2025. 1,027 funds tracked by Wall St. Rank hold B as of Q1 2026.

SageView Advisory Group reported no remaining Barrick Mining position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 2,727 Barrick Mining shares in Q1 2026, an estimated $119K.
SageView Advisory Group first reported a position in Barrick Mining in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Barrick Mining position peaked at $119K in Q4 2025.
1,027 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.