AF
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Allworth Financial’s MP Materials MP Stock Holding History

Allworth Financial’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 		$318K Buy
5,679
+243
+4% +$14.8K ﹤0.01% 1230
2026
Q1 		$262K Buy
5,436
+2,265
+71% +$135K ﹤0.01% 1245
2025
Q4 		$160K Buy
3,171
+434
+16% +$27.5K ﹤0.01% 1467
2025
Q3 		$184K Buy
2,737
+703
+35% +$44.2K ﹤0.01% 1344
2025
Q2 		$67.7K Buy
2,034
+1,500
+281% +$38.3K ﹤0.01% 1767
2025
Q1 		$13.9K Buy
534
+23
+5% +$534 ﹤0.01% 2281
2024
Q4 		$10.8K Sell
511
-32
-6% -$593 ﹤0.01% 2406
2024
Q3 		$9.58K Buy
543
+292
+116% +$3.97K ﹤0.01% 2277
2024
Q2 		$3.59K Sell
251
-1,021
-80% -$16K ﹤0.01% 2665
2024
Q1 		$18.2K Buy
1,272
+1,057
+492% +$16.7K ﹤0.01% 1824
2023
Q4 		$4.27K Sell
215
-2
-0.9% -$34 ﹤0.01% 2336
2023
Q3 		$4.14K Buy
217
+14
+7% +$311 ﹤0.01% 2197
2023
Q2 		$4.64K Buy
203
+49
+32% +$1.12K ﹤0.01% 2136
2023
Q1 		$4.34K Buy
154
+132
+600% +$3.99K ﹤0.01% 2089
2022
Q4 		$534 Buy
+22
New +$667 ﹤0.01% 2617
2020
Q4 		– Sell
-100
Closed -$1K – 1406
2020
Q3 		$1K Buy
+100
New +$1.26K ﹤0.01% 1110

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allworth Financial's MP Position: Q2 2026 in Review

Allworth Financial increased its MP Materials (MP) stake by 4.5% in Q2 2026, buying an estimated $14.8K and bringing the position to 5,679 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Allworth Financial first reported a position in MP in Q3 2020 and has held it in 16 quarters since. 752 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Allworth Financial held 5,679 shares of MP Materials worth $318K as of Q2 2026.
  • Allworth Financial bought 243 MP Materials shares in Q2 2026, an estimated $14.8K.
  • MP Materials made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1230 holding.
  • Allworth Financial first reported a position in MP Materials in Q3 2020 and has held it in 16 quarters since.
  • 752 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.