BP
MP icon

Ballentine Partners’s MP Materials MP Stock Holding History

Ballentine Partners’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 		$407K Buy
7,272
+324
+5% +$19.7K 0.01% 648
2026
Q1 		$335K Buy
6,948
+115
+2% +$6.88K ﹤0.01% 688
2025
Q4 		$345K Sell
6,833
-683
-9% -$43.3K ﹤0.01% 657
2025
Q3 		$504K Buy
7,516
+269
+4% +$16.9K 0.01% 502
2025
Q2 		$241K Buy
+7,247
New +$185K ﹤0.01% 791

Other funds holding MP

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CF
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
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Ballentine Partners's MP Position: Q2 2026 in Review

Ballentine Partners increased its MP Materials (MP) stake by 4.7% in Q2 2026, buying an estimated $19.7K and bringing the position to 7,272 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #648.

Ballentine Partners first reported a position in MP in Q2 2025 and has held it in 5 quarters since. The position peaked at $504K in Q3 2025. 97 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Ballentine Partners held 7,272 shares of MP Materials worth $407K as of Q2 2026.
  • Ballentine Partners bought 324 MP Materials shares in Q2 2026, an estimated $19.7K.
  • MP Materials made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #648 holding.
  • Ballentine Partners first reported a position in MP Materials in Q2 2025 and has held it in 5 quarters since.
  • Ballentine Partners's MP Materials position peaked at $504K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.