Xcel Wealth Management’s Barrick Mining B Stock Holding History

Xcel 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 Q2	$357K	Sell	9,723 -3,350	-26%	-$137K	0.09%	123
2026 Q1	$533K	Buy	13,073 +73	+0.6%	+$3.37K	0.15%	101
2025 Q4	$566K	Sell	13,000 -11,725	-47%	-$440K	0.14%	92
2025 Q3	$810K	Sell	24,725 -8,325	-25%	-$211K	0.21%	77
2025 Q2	$688K	Hold	33,050	–	–	0.2%	79
2025 Q1	$642K	Sell	33,050 -10,150	-23%	-$178K	0.2%	79
2024 Q4	$670K	Sell	43,200 -14,750	-25%	-$268K	0.19%	75
2024 Q3	$1.15M	Sell	57,950 -7,700	-12%	-$147K	0.34%	59
2024 Q2	$1.1M	Sell	65,650 -8,300	-11%	-$141K	0.34%	55
2024 Q1	$1.23M	Sell	73,950 -32,000	-30%	-$501K	0.38%	51
2023 Q4	$1.92M	Sell	105,950 -25,515	-19%	-$419K	0.67%	40
2023 Q3	$1.91M	Sell	131,465 -64,821	-33%	-$1.06M	0.75%	35
2023 Q2	$3.32M	Sell	196,286 -3,555	-2%	-$64.8K	1.05%	26
2023 Q1	$3.71M	Buy	199,841 +62,780	+46%	+$1.13M	1.31%	22
2022 Q4	$2.35M	Sell	137,061 -8,493	-6%	-$135K	0.93%	30
2022 Q3	$2.26M	Buy	145,554 +32,903	+29%	+$519K	0.84%	39
2022 Q2	$1.99M	Buy	112,651 +35,400	+46%	+$768K	0.73%	40
2022 Q1	$1.9M	Sell	77,251 -27,709	-26%	-$597K	0.52%	55
2021 Q4	$1.99M	Sell	104,960 -71,291	-40%	-$1.35M	0.51%	55
2021 Q3	$3.18M	Buy	176,251 +40,915	+30%	+$821K	0.92%	34
2021 Q2	$2.8M	Buy	+135,336	New	+$3.05M	0.84%	35

Other funds holding B

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Xcel Wealth Management's B Position: Q2 2026 in Review

Xcel Wealth Management reduced its Barrick Mining (B) stake by 26% in Q2 2026, selling an estimated $137K and leaving 9,723 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #123.

Xcel Wealth Management first reported a position in B in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.71M in Q1 2023. 259 funds tracked by Wall St. Rank hold B as of Q2 2026.

Xcel Wealth Management held 9,723 shares of Barrick Mining worth $357K as of Q2 2026.
Xcel Wealth Management sold 3,350 Barrick Mining shares in Q2 2026, an estimated $137K.
Barrick Mining made up 0.09% of Xcel Wealth Management's portfolio in Q2 2026, its #123 holding.
Xcel Wealth Management first reported a position in Barrick Mining in Q2 2021 and has held it in 21 quarters since.
Xcel Wealth Management's Barrick Mining position peaked at $3.71M in Q1 2023.
259 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.