UFPG
B

United Financial Planning Group’s Barrick Mining B Stock Holding History

United Financial Planning Group’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 		$434K Buy
+11,829
New +$485K 0.22% 34
2026
Q1 		– Sell
-18,324
Closed -$798K – 526
2025
Q4 		$798K Sell
18,324
-7,562
-29% -$284K 0.48% 27
2025
Q3 		$848K Buy
+25,886
New +$656K 0.53% 20

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

United Financial Planning Group's B Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Barrick Mining (B) in Q2 2026: 11,829 shares worth $434K. The stake represents 0.22% of the portfolio and ranks #34 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in B as recently as Q4 2025.

United Financial Planning Group first reported a position in B in Q3 2025 and has held it in 3 quarters since. The position peaked at $848K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • United Financial Planning Group held 11,829 shares of Barrick Mining worth $434K as of Q2 2026.
  • Barrick Mining was a new United Financial Planning Group position in Q2 2026.
  • Barrick Mining made up 0.22% of United Financial Planning Group's portfolio in Q2 2026, its #34 holding.
  • United Financial Planning Group first reported a position in Barrick Mining in Q3 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Barrick Mining position peaked at $848K in Q3 2025.
  • 1,009 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.