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 Q3	$295K	Buy	6,242 +2,325	+59%	+$118K	0.01%	768
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

B. Riley Wealth Advisors's MP Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its MP Materials (MP) stake by 59% in Q3 2026, buying an estimated $118K and bringing the position to 6,242 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #768.

B. Riley Wealth Advisors first reported a position in MP in Q4 2021 and has held it in 6 quarters since. The position peaked at $350K in Q3 2025. 417 funds tracked by Wall St. Rank hold MP as of Q3 2026.

B. Riley Wealth Advisors held 6,242 shares of MP Materials worth $295K as of Q3 2026.
B. Riley Wealth Advisors bought 2,325 MP Materials shares in Q3 2026, an estimated $118K.
MP Materials made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #768 holding.
B. Riley Wealth Advisors first reported a position in MP Materials in Q4 2021 and has held it in 6 quarters since.
B. Riley Wealth Advisors's MP Materials position peaked at $350K in Q3 2025.
417 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.