Symphony Financial’s Barrick Mining B Stock Holding History

Symphony 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	$300K	Sell	7,547 -2,085	-22%	-$96.3K	0.04%	232
2025 Q4	$426K	Sell	9,632 -2,624	-21%	-$98.4K	0.06%	183
2025 Q3	$403K	Sell	12,256 -3,056	-20%	-$77.4K	0.05%	183
2025 Q2	$325K	Buy	+15,312	New	+$299K	0.04%	191
2025 Q1	–	Sell	-15,312	Closed	-$245K	–	147
2024 Q4	$245K	Hold	15,312	–	–	0.04%	196
2024 Q3	$310K	Hold	15,312	–	–	0.05%	181
2024 Q2	$258K	Hold	15,312	–	–	0.05%	181
2024 Q1	$255K	Hold	15,312	–	–	0.06%	160
2023 Q4	$244K	Hold	15,312	–	–	0.05%	178
2023 Q3	$218K	Hold	15,312	–	–	0.05%	149
2023 Q2	$255K	Sell	15,312 -3,000	-16%	-$54.7K	0.06%	165
2023 Q1	$341K	Sell	18,312 -532	-3%	-$9.56K	0.09%	167
2022 Q4	$356K	Buy	18,844 +2	+0%	+$32	0.09%	159
2022 Q3	$285K	Buy	18,842 +3	+0%	+$47	0.09%	167
2022 Q2	$346K	Buy	18,839 +2	+0%	+$43	0.1%	149
2022 Q1	$469K	Buy	18,837 +1	+0%	+$22	0.11%	131
2021 Q4	$349K	Buy	+18,836	New	+$358K	0.1%	131

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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 New York $1.66T AUM 25.57% 1-Year Est. Return