B. Riley Wealth Advisors’s MP Materials MP Stock Holding History

B. Riley Wealth Advisors’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	$214K	Buy	+3,917	New	+$238K	0.01%	750
2025 Q4	–	Sell	-5,218	Closed	-$350K	–	1120
2025 Q3	$350K	Buy	+5,218	New	+$328K	0.02%	655
2022 Q4	–	Sell	-10,052	Closed	-$275K	–	1556
2022 Q3	$275K	Buy	+10,052	New	+$329K	0.01%	1055
2022 Q2	–	Sell	-6,055	Closed	-$348K	–	1330
2022 Q1	$348K	Buy	6,055 +1,475	+32%	+$64.9K	0.01%	943
2021 Q4	$209K	Buy	+4,580	New	+$181K	0.01%	1251

Other funds holding MP

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

B. Riley Wealth Advisors's MP Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in MP Materials (MP) in Q2 2026: 3,917 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in MP as recently as Q3 2025.

B. Riley Wealth Advisors first reported a position in MP in Q4 2021 and has held it in 5 quarters since. The position peaked at $350K in Q3 2025. 197 funds tracked by Wall St. Rank hold MP as of Q2 2026.

B. Riley Wealth Advisors held 3,917 shares of MP Materials worth $214K as of Q2 2026.
MP Materials was a new B. Riley Wealth Advisors position in Q2 2026.
MP Materials made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #750 holding.
B. Riley Wealth Advisors first reported a position in MP Materials in Q4 2021 and has held it in 5 quarters since.
B. Riley Wealth Advisors's MP Materials position peaked at $350K in Q3 2025.
197 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.