Xcel Wealth Management
B icon

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
Q3 		$219K Sell
5,373
-4,350
-45% -$178K 0.05% 139
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)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Xcel Wealth Management's B Position: Q3 2026 in Review

Xcel Wealth Management reduced its Barrick Mining (B) stake by 45% in Q3 2026, selling an estimated $178K and leaving 5,373 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #139.

Xcel Wealth Management first reported a position in B in Q2 2021 and has held it in 22 quarters since. The position peaked at $3.71M in Q1 2023. 346 funds tracked by Wall St. Rank hold B as of Q3 2026.

  • Xcel Wealth Management held 5,373 shares of Barrick Mining worth $219K as of Q3 2026.
  • Xcel Wealth Management sold 4,350 Barrick Mining shares in Q3 2026, an estimated $178K.
  • Barrick Mining made up 0.05% of Xcel Wealth Management's portfolio in Q3 2026, its #139 holding.
  • Xcel Wealth Management first reported a position in Barrick Mining in Q2 2021 and has held it in 22 quarters since.
  • Xcel Wealth Management's Barrick Mining position peaked at $3.71M in Q1 2023.
  • 346 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.