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 Q2	$204K	Sell	5,550 -8,374	-60%	-$343K	﹤0.01%	1617
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

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

Waverly Advisors's B Position: Q2 2026 in Review

Waverly Advisors reduced its Barrick Mining (B) stake by 60% in Q2 2026, selling an estimated $343K and leaving 5,550 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Waverly Advisors first reported a position in B in Q3 2013 and has held it in 9 quarters since. The position peaked at $568K in Q1 2026. 1,012 funds tracked by Wall St. Rank hold B as of Q2 2026.

Waverly Advisors held 5,550 shares of Barrick Mining worth $204K as of Q2 2026.
Waverly Advisors sold 8,374 Barrick Mining shares in Q2 2026, an estimated $343K.
Barrick Mining made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1617 holding.
Waverly Advisors first reported a position in Barrick Mining in Q3 2013 and has held it in 9 quarters since.
Waverly Advisors's Barrick Mining position peaked at $568K in Q1 2026.
1,012 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.