SP
B

Successful Portfolios’s Barrick Mining B Stock Holding History

Successful Portfolios’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 		$270K Sell
7,341
-37
-0.5% -$1.52K 0.13% 153
2026
Q1 		$289K Sell
7,378
-2,164
-23% -$100K 0.16% 134
2025
Q4 		$456K Buy
9,542
+2,298
+32% +$86.2K 0.23% 93
2025
Q3 		$237K Buy
+7,244
New +$184K 0.14% 145

Other funds holding B

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Successful Portfolios's B Position: Q2 2026 in Review

Successful Portfolios reduced its Barrick Mining (B) stake by 0.5% in Q2 2026, selling an estimated $1.52K and leaving 7,341 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #153.

Successful Portfolios first reported a position in B in Q3 2025 and has held it in 4 quarters since. The position peaked at $456K in Q4 2025. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Successful Portfolios held 7,341 shares of Barrick Mining worth $270K as of Q2 2026.
  • Successful Portfolios sold 37 Barrick Mining shares in Q2 2026, an estimated $1.52K.
  • Barrick Mining made up 0.13% of Successful Portfolios's portfolio in Q2 2026, its #153 holding.
  • Successful Portfolios first reported a position in Barrick Mining in Q3 2025 and has held it in 4 quarters since.
  • Successful Portfolios's Barrick Mining position peaked at $456K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.