WWM
B

Westwood Wealth Management’s Barrick Mining B Stock Holding History

Westwood Wealth Management’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 		– Sell
-6,388
Closed -$278K – 72
2025
Q4 		$278K Buy
+6,388
New +$240K 0.21% 83

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BlackRock
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Arrowstreet Capital
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VCM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westwood Wealth Management's B Position: Q1 2026 in Review

Westwood Wealth Management sold out of Barrick Mining (B) in Q1 2026, closing a stake of 6,388 shares — an estimated $278K sold.

Westwood Wealth Management first reported a position in B in Q4 2025 and held it in 1 quarter. The position peaked at $278K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Westwood Wealth Management reported no remaining Barrick Mining position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 6,388 Barrick Mining shares in Q1 2026, an estimated $278K.
  • Westwood Wealth Management first reported a position in Barrick Mining in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Barrick Mining position peaked at $278K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.