SWM
B

Stapp Wealth Management’s Barrick Mining B Stock Holding History

Stapp 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 		$307K Hold
8,362
– – 0.4% 28
2026
Q1 		$341K Hold
8,362
– – 0.44% 26
2025
Q4 		$364K Hold
8,362
– – 0.47% 25
2025
Q3 		$274K Buy
+8,362
New +$212K 0.37% 27
2022
Q4 		– Sell
-1,577
Closed -$24K – 58
2022
Q3 		$24K Buy
+1,577
New +$24.9K 0.07% 46

Other funds holding B

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

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

Stapp Wealth Management held its Barrick Mining (B) position steady in Q2 2026 at 8,362 shares worth $307K. The position accounts for 0.4% of the portfolio, ranked #28.

Stapp Wealth Management first reported a position in B in Q3 2022 and has held it in 5 quarters since. The position peaked at $364K in Q4 2025. 366 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Stapp Wealth Management held 8,362 shares of Barrick Mining worth $307K as of Q2 2026.
  • Stapp Wealth Management left its Barrick Mining share count unchanged in Q2 2026.
  • Barrick Mining made up 0.4% of Stapp Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Stapp Wealth Management first reported a position in Barrick Mining in Q3 2022 and has held it in 5 quarters since.
  • Stapp Wealth Management's Barrick Mining position peaked at $364K in Q4 2025.
  • 366 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.