SF
B

Summit Financial’s Barrick Mining B Stock Holding History

Summit Financial’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 		$2.69M Sell
73,277
-15,070
-17% -$618K 0.03% 544
2026
Q1 		$3.6M Buy
88,347
+14,676
+20% +$678K 0.05% 404
2025
Q4 		$3.21M Buy
73,671
+5,231
+8% +$196K 0.05% 365
2025
Q3 		$2.24M Buy
68,440
+1,071
+2% +$27.1K 0.03% 455
2025
Q2 		$1.4M Buy
67,369
+1,969
+3% +$38.5K 0.03% 352
2025
Q1 		$1.27M Buy
65,400
+13,927
+27% +$244K 0.04% 328
2024
Q4 		$798K Buy
+51,473
New +$936K 0.03% 360

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

Summit Financial's B Position: Q2 2026 in Review

Summit Financial reduced its Barrick Mining (B) stake by 17% in Q2 2026, selling an estimated $618K and leaving 73,277 shares worth $2.69M. The position accounts for 0.03% of the portfolio, ranked #544.

Summit Financial first reported a position in B in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.6M in Q1 2026. 1,010 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Summit Financial held 73,277 shares of Barrick Mining worth $2.69M as of Q2 2026.
  • Summit Financial sold 15,070 Barrick Mining shares in Q2 2026, an estimated $618K.
  • Barrick Mining made up 0.03% of Summit Financial's portfolio in Q2 2026, its #544 holding.
  • Summit Financial first reported a position in Barrick Mining in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Barrick Mining position peaked at $3.6M in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.