AGF Management’s MP Materials MP Stock Holding History

AGF Management’s Portfolio MP Stock Details MP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.61M	Sell	46,571 -49,522	-52%	-$3.01M	0.01%	457
2026 Q1	$4.64M	Buy	96,093 +23,718	+33%	+$1.42M	0.02%	272
2025 Q4	$3.66M	Buy	+72,375	New	+$4.59M	0.02%	297
2023 Q2	–	Sell	-185,403	Closed	-$5.23M	–	732
2023 Q1	$5.23M	Buy	185,403 +403	+0.2%	+$12.2K	0.04%	265
2022 Q4	$4.49M	Buy	+185,000	New	+$5.61M	0.03%	263

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AGF Management's MP Position: Q2 2026 in Review

AGF Management reduced its MP Materials (MP) stake by 52% in Q2 2026, selling an estimated $3.01M and leaving 46,571 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #457.

AGF Management first reported a position in MP in Q4 2022 and has held it in 5 quarters since. The position peaked at $5.23M in Q1 2023. 758 funds tracked by Wall St. Rank hold MP as of Q2 2026.

AGF Management held 46,571 shares of MP Materials worth $2.61M as of Q2 2026.
AGF Management sold 49,522 MP Materials shares in Q2 2026, an estimated $3.01M.
MP Materials made up 0.01% of AGF Management's portfolio in Q2 2026, its #457 holding.
AGF Management first reported a position in MP Materials in Q4 2022 and has held it in 5 quarters since.
AGF Management's MP Materials position peaked at $5.23M in Q1 2023.
758 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.