United Capital Financial Advisors’s Barrick Mining B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.01M | Buy |
196,437
+21,197
| +12% | +$979K | 0.05% | 274 |
|
|
2025
Q4 | $7.63M | Sell |
175,240
-18,045
| -9% | -$677K | 0.05% | 287 |
|
|
2025
Q3 | $6.33M | Buy |
+193,285
| New | +$4.9M | 0.05% | 265 |
|
|
2023
Q2 | – | Sell |
-16,297
| Closed | -$303K | – | 929 |
|
|
2023
Q1 | $303K | Sell |
16,297
-570
| -3% | -$10.2K | ﹤0.01% | 824 |
|
|
2022
Q4 | $290K | Sell |
16,867
-355
| -2% | -$5.65K | ﹤0.01% | 891 |
|
|
2022
Q3 | $267K | Buy |
17,222
+6
| +0% | +$95 | ﹤0.01% | 939 |
|
|
2022
Q2 | $305K | Buy |
17,216
+36
| +0.2% | +$781 | ﹤0.01% | 935 |
|
|
2022
Q1 | $421K | Sell |
17,180
-870
| -5% | -$18.7K | ﹤0.01% | 887 |
|
|
2021
Q4 | $343K | Sell |
18,050
-1,347
| -7% | -$25.6K | ﹤0.01% | 978 |
|
|
2021
Q3 | $350K | Buy |
19,397
+46
| +0.2% | +$923 | ﹤0.01% | 958 |
|
|
2021
Q2 | $400K | Sell |
19,351
-1,212
| -6% | -$27.3K | ﹤0.01% | 933 |
|
|
2021
Q1 | $407K | Sell |
20,563
-3,619
| -15% | -$78K | ﹤0.01% | 910 |
|
|
2020
Q4 | $551K | Sell |
24,182
-4,822
| -17% | -$122K | ﹤0.01% | 824 |
|
|
2020
Q3 | $815K | Buy |
29,004
+8,047
| +38% | +$229K | 0.01% | 709 |
|
|
2020
Q2 | $565K | Buy |
20,957
+62
| +0.3% | +$1.55K | ﹤0.01% | 827 |
|
|
2020
Q1 | $383K | Sell |
20,895
-18,471
| -47% | -$346K | ﹤0.01% | 912 |
|
|
2019
Q4 | $732K | Buy |
39,366
+21,201
| +117% | +$364K | ﹤0.01% | 885 |
|
|
2019
Q3 | $315K | Sell |
18,165
-17,711
| -49% | -$313K | ﹤0.01% | 1064 |
|
|
2019
Q2 | $566K | Buy |
35,876
+14,371
| +67% | +$191K | ﹤0.01% | 1006 |
|
|
2019
Q1 | $295K | Buy |
+21,505
| New | +$278K | ﹤0.01% | 1129 |
|
|
2018
Q3 | – | Sell |
-11,579
| Closed | -$147K | – | 1351 |
|
|
2018
Q2 | $147K | Buy |
+11,579
| New | +$152K | ﹤0.01% | 1251 |
|
|
2017
Q4 | – | Sell |
-10,241
| Closed | -$165K | – | 1328 |
|
|
2017
Q3 | $165K | Buy |
10,241
+136
| +1% | +$2.27K | ﹤0.01% | 1248 |
|
|
2017
Q2 | $208K | Sell |
10,105
-1,842
| -15% | -$31.5K | ﹤0.01% | 1195 |
|
|
2017
Q1 | $227K | Sell |
11,947
-4,293
| -26% | -$79.2K | ﹤0.01% | 1150 |
|
|
2016
Q4 | $260K | Buy |
16,240
+1,593
| +11% | +$25.3K | ﹤0.01% | 1099 |
|
|
2016
Q3 | $260K | Buy |
14,647
+277
| +2% | +$5.52K | ﹤0.01% | 1114 |
|
|
2016
Q2 | $302K | Buy |
14,370
+647
| +5% | +$11.5K | ﹤0.01% | 1033 |
|
|
2016
Q1 | $186K | Buy |
13,723
+1,650
| +14% | +$19.2K | ﹤0.01% | 1135 |
|
|
2015
Q4 | $89K | Buy |
+12,073
| New | +$90K | ﹤0.01% | 1178 |
|
|
2014
Q3 | – | Sell |
-12,105
| Closed | -$222K | – | 1105 |
|
|
2014
Q2 | $222K | Sell |
12,105
-46,525
| -79% | -$806K | ﹤0.01% | 768 |
|
|
2014
Q1 | $1.04M | Buy |
58,630
+44,079
| +303% | +$852K | 0.02% | 480 |
|
|
2013
Q4 | $257K | Sell |
14,551
-44,498
| -75% | -$784K | 0.01% | 560 |
|
|
2013
Q3 | $1.1M | Sell |
59,049
-6,165
| -9% | -$109K | 0.04% | 330 |
|
|
2013
Q2 | $1.03M | Buy |
+65,214
| New | +$1.32M | 0.03% | 402 |
|
Other funds holding B
VCM
United Capital Financial Advisors's B Position: Q1 2026 in Review
United Capital Financial Advisors increased its Barrick Mining (B) stake by 12% in Q1 2026, buying an estimated $979K and bringing the position to 196,437 shares worth $8.01M. The position accounts for 0.05% of the portfolio, ranked #274.
United Capital Financial Advisors first reported a position in B in Q2 2013 and has held it in 34 quarters since. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.
- United Capital Financial Advisors held 196,437 shares of Barrick Mining worth $8.01M as of Q1 2026.
- United Capital Financial Advisors bought 21,197 Barrick Mining shares in Q1 2026, an estimated $979K.
- Barrick Mining made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #274 holding.
- United Capital Financial Advisors first reported a position in Barrick Mining in Q2 2013 and has held it in 34 quarters since.
- 1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.