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
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

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 $5.72T AUM 30.48% 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

Summit Financial's B Position: Q1 2026 in Review

Summit Financial increased its Barrick Mining (B) stake by 20% in Q1 2026, buying an estimated $678K and bringing the position to 88,347 shares worth $3.6M. The position accounts for 0.05% of the portfolio, ranked #404.

Summit Financial first reported a position in B in Q4 2024 and has held it in 6 quarters since. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Summit Financial held 88,347 shares of Barrick Mining worth $3.6M as of Q1 2026.
  • Summit Financial bought 14,676 Barrick Mining shares in Q1 2026, an estimated $678K.
  • Barrick Mining made up 0.05% of Summit Financial's portfolio in Q1 2026, its #404 holding.
  • Summit Financial first reported a position in Barrick Mining in Q4 2024 and has held it in 6 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.