CIM
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Confluence Investment Management’s MP Materials MP Stock Holding History

Confluence Investment 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
Q1 		– Sell
-5,437
Closed -$275K – 303
2025
Q4 		$275K Buy
5,437
+977
+22% +$62K ﹤0.01% 269
2025
Q3 		$299K Buy
+4,460
New +$281K ﹤0.01% 259

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Confluence Investment Management's MP Position: Q1 2026 in Review

Confluence Investment Management sold out of MP Materials (MP) in Q1 2026, closing a stake of 5,437 shares — an estimated $275K sold.

Confluence Investment Management first reported a position in MP in Q3 2025 and held it in 2 quarters. The position peaked at $299K in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • Confluence Investment Management reported no remaining MP Materials position as of Q1 2026 after selling out during the quarter.
  • Confluence Investment Management sold 5,437 MP Materials shares in Q1 2026, an estimated $275K.
  • Confluence Investment Management first reported a position in MP Materials in Q3 2025 and held it in 2 quarters.
  • Confluence Investment Management's MP Materials position peaked at $299K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Confluence Investment Management's 13F filing for Q1 2026, filed 1 Apr 2026.