Waverly Advisors’s Barrick Mining B Stock Holding History

Waverly Advisors’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	$568K	Buy	13,924 +8,136	+141%	+$376K	﹤0.01%	1021
2025 Q4	$252K	Buy	+5,788	New	+$217K	﹤0.01%	1287
2018 Q1	–	Sell	-484	Closed	-$7K	–	260
2017 Q4	$7K	Buy	+484	New	+$7.14K	﹤0.01%	348
2014 Q4	–	Sell	-402	Closed	-$6K	–	522
2014 Q3	$6K	Sell	402 -695	-63%	-$12.4K	﹤0.01%	585
2014 Q2	$20K	Buy	1,097 +86	+9%	+$1.49K	0.01%	333
2014 Q1	$18K	Sell	1,011 -4,441	-81%	-$85.9K	0.01%	335
2013 Q4	$96K	Buy	5,452 +157	+3%	+$2.77K	0.03%	241
2013 Q3	$99K	Buy	+5,295	New	+$93.4K	0.05%	151

Other funds holding B

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Waverly Advisors's B Position: Q1 2026 in Review

Waverly Advisors increased its Barrick Mining (B) stake by 141% in Q1 2026, buying an estimated $376K and bringing the position to 13,924 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Waverly Advisors first reported a position in B in Q3 2013 and has held it in 8 quarters since. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

Waverly Advisors held 13,924 shares of Barrick Mining worth $568K as of Q1 2026.
Waverly Advisors bought 8,136 Barrick Mining shares in Q1 2026, an estimated $376K.
Barrick Mining made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1021 holding.
Waverly Advisors first reported a position in Barrick Mining in Q3 2013 and has held it in 8 quarters since.
1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.