Independent Financial Group’s MP Materials MP Stock Holding History

Independent Financial Group’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	$1.48M	Buy	26,509 +6,503	+33%	+$396K	0.03%	553
2026 Q1	$965K	Buy	20,006 +1,471	+8%	+$88K	0.02%	638
2025 Q4	$936K	Sell	18,535 -5,342	-22%	-$339K	0.02%	642
2025 Q3	$1.6M	Buy	23,877 +14,974	+168%	+$942K	0.04%	455
2025 Q2	$296K	Buy	+8,903	New	+$227K	0.01%	1036
2023 Q4	–	Sell	-11,512	Closed	-$220K	–	987
2023 Q3	$220K	Buy	+11,512	New	+$255K	0.01%	794
2022 Q2	–	Sell	-11,177	Closed	-$641K	–	777
2022 Q1	$641K	Sell	11,177 -2,609	-19%	-$115K	0.05%	357
2021 Q4	$626K	Buy	+13,786	New	+$543K	0.05%	362

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Financial Group's MP Position: Q2 2026 in Review

Independent Financial Group increased its MP Materials (MP) stake by 33% in Q2 2026, buying an estimated $396K and bringing the position to 26,509 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #553.

Independent Financial Group first reported a position in MP in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.6M in Q3 2025. 751 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Independent Financial Group held 26,509 shares of MP Materials worth $1.48M as of Q2 2026.
Independent Financial Group bought 6,503 MP Materials shares in Q2 2026, an estimated $396K.
MP Materials made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #553 holding.
Independent Financial Group first reported a position in MP Materials in Q4 2021 and has held it in 8 quarters since.
Independent Financial Group's MP Materials position peaked at $1.6M in Q3 2025.
751 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.