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
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

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 $6.73T AUM 46.02% 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

SHP Wealth Management's B Position: Q1 2026 in Review

SHP Wealth Management increased its Barrick Mining (B) stake by 98% in Q1 2026, buying an estimated $11.3K and bringing the position to 494 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

SHP Wealth Management first reported a position in B in Q4 2025 and has held it in 2 quarters since. 1,020 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • SHP Wealth Management held 494 shares of Barrick Mining worth $20.2K as of Q1 2026.
  • SHP Wealth Management bought 244 Barrick Mining shares in Q1 2026, an estimated $11.3K.
  • Barrick Mining made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #723 holding.
  • SHP Wealth Management first reported a position in Barrick Mining in Q4 2025 and has held it in 2 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.