Wallace Advisory Group’s Barrick Mining B Stock Holding History

Wallace Advisory 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	$271K	Buy	7,366 +1,770	+32%	+$72.6K	0.25%	104
2026 Q1	$228K	Sell	5,596 -62	-1%	-$2.86K	0.24%	111
2025 Q4	$246K	Sell	5,658 -5,895	-51%	-$221K	0.26%	108
2025 Q3	$241K	Buy	+11,553	New	+$293K	0.19%	140
2025 Q2	–	Sell	-19,937	Closed	-$309K	–	181
2025 Q1	$309K	Sell	19,937 -41	-0.2%	-$718	0.21%	136
2024 Q4	$397K	Sell	19,978 -48	-0.2%	-$873	0.27%	100
2024 Q3	$334K	Sell	20,026 -586	-3%	-$11.2K	0.24%	109
2024 Q2	$344K	Sell	20,612 -669	-3%	-$11.4K	0.25%	106
2024 Q1	$385K	Sell	21,281 -2,297	-10%	-$35.9K	0.29%	98
2023 Q4	$343K	Sell	23,578 -6,248	-21%	-$103K	0.27%	98
2023 Q3	$505K	Sell	29,826 -657	-2%	-$10.8K	0.36%	70
2023 Q2	$566K	Hold	30,483	–	–	0.43%	56
2023 Q1	$566K	Buy	30,483 +816	+3%	+$14.7K	0.43%	56
2022 Q4	$510K	Buy	+29,667	New	+$472K	0.4%	60

Other funds holding B

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Wallace Advisory Group's B Position: Q2 2026 in Review

Wallace Advisory Group increased its Barrick Mining (B) stake by 32% in Q2 2026, buying an estimated $72.6K and bringing the position to 7,366 shares worth $271K. The position accounts for 0.25% of the portfolio, ranked #104.

Wallace Advisory Group first reported a position in B in Q4 2022 and has held it in 14 quarters since. The position peaked at $566K in Q2 2023. 1,010 funds tracked by Wall St. Rank hold B as of Q2 2026.

Wallace Advisory Group held 7,366 shares of Barrick Mining worth $271K as of Q2 2026.
Wallace Advisory Group bought 1,770 Barrick Mining shares in Q2 2026, an estimated $72.6K.
Barrick Mining made up 0.25% of Wallace Advisory Group's portfolio in Q2 2026, its #104 holding.
Wallace Advisory Group first reported a position in Barrick Mining in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Barrick Mining position peaked at $566K in Q2 2023.
1,010 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.