SWM
B

SHP Wealth Management’s Barrick Mining B Stock Holding History

SHP Wealth Management’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 		$7.64K Sell
208
-286
-58% -$11.7K ﹤0.01% 1054
2026
Q1 		$20.2K Buy
494
+244
+98% +$11.3K ﹤0.01% 723
2025
Q4 		$10.9K Buy
+250
New +$9.38K ﹤0.01% 811

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

SHP Wealth Management's B Position: Q2 2026 in Review

SHP Wealth Management reduced its Barrick Mining (B) stake by 58% in Q2 2026, selling an estimated $11.7K and leaving 208 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

SHP Wealth Management first reported a position in B in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.2K in Q1 2026. 1,012 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • SHP Wealth Management held 208 shares of Barrick Mining worth $7.64K as of Q2 2026.
  • SHP Wealth Management sold 286 Barrick Mining shares in Q2 2026, an estimated $11.7K.
  • Barrick Mining made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1054 holding.
  • SHP Wealth Management first reported a position in Barrick Mining in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Barrick Mining position peaked at $20.2K in Q1 2026.
  • 1,012 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.