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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s MP Materials MP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$22.4K Hold
400
– – 0.01% 391
2026
Q1 		$19.3K Hold
400
– – 0.01% 366
2025
Q4 		$20.2K Buy
+400
New +$25.4K 0.01% 376

Other funds holding MP

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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MP Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its MP Materials (MP) position steady in Q2 2026 at 400 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #391.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MP in Q4 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 400 shares of MP Materials worth $22.4K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its MP Materials share count unchanged in Q2 2026.
  • MP Materials made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #391 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MP Materials in Q4 2025 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.