SOA Wealth Advisors’s Barrick Mining B Stock Holding History

SOA Wealth Advisors’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	$21.3K	Hold	581	–	–	﹤0.01%	509
2026 Q1	$23.7K	Hold	581	–	–	﹤0.01%	472
2025 Q4	$25.3K	Hold	581	–	–	﹤0.01%	468
2025 Q3	$19K	Buy	581 +501	+626%	+$12.7K	﹤0.01%	523
2025 Q2	$1.67K	Hold	80	–	–	﹤0.01%	728
2025 Q1	$1.55K	Hold	80	–	–	﹤0.01%	723
2024 Q4	$1.24K	Hold	80	–	–	﹤0.01%	719
2024 Q3	$1.59K	Hold	80	–	–	﹤0.01%	691
2024 Q2	$1.33K	Hold	80	–	–	﹤0.01%	709
2024 Q1	$1.33K	Hold	80	–	–	﹤0.01%	741
2023 Q4	$1.45K	Hold	80	–	–	﹤0.01%	726
2023 Q3	$1.16K	Hold	80	–	–	﹤0.01%	760
2023 Q2	$1.35K	Hold	80	–	–	﹤0.01%	761
2023 Q1	$1.49K	Hold	80	–	–	﹤0.01%	756
2022 Q4	$1.37K	Hold	80	–	–	﹤0.01%	768
2022 Q3	$1K	Hold	80	–	–	﹤0.01%	767
2022 Q2	$1K	Hold	80	–	–	﹤0.01%	753
2022 Q1	$1K	Hold	80	–	–	﹤0.01%	848
2021 Q4	$1K	Hold	80	–	–	﹤0.01%	820
2021 Q3	$1K	Hold	80	–	–	﹤0.01%	837
2021 Q2	$1K	Hold	80	–	–	﹤0.01%	818
2021 Q1	$1K	Hold	80	–	–	﹤0.01%	766
2020 Q4	$1K	Buy	+80	New	+$2.03K	﹤0.01%	741

Other funds holding B

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

SOA Wealth Advisors's B Position: Q2 2026 in Review

SOA Wealth Advisors held its Barrick Mining (B) position steady in Q2 2026 at 581 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

SOA Wealth Advisors first reported a position in B in Q4 2020 and has held it in 23 quarters since. The position peaked at $25.3K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold B as of Q2 2026.

SOA Wealth Advisors held 581 shares of Barrick Mining worth $21.3K as of Q2 2026.
SOA Wealth Advisors left its Barrick Mining share count unchanged in Q2 2026.
Barrick Mining made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #509 holding.
SOA Wealth Advisors first reported a position in Barrick Mining in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Barrick Mining position peaked at $25.3K in Q4 2025.
1,010 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.