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LRI Investments’s MP Materials MP Stock Holding History

LRI Investments’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 		$11.3K Sell
201
-4
-2% -$243 ﹤0.01% 928
2026
Q1 		$9.89K Hold
205
– – ﹤0.01% 890
2025
Q4 		$10.4K Buy
205
+14
+7% +$888 ﹤0.01% 860
2025
Q3 		$12.8K Buy
+191
New +$12K ﹤0.01% 813

Other funds holding MP

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

LRI Investments's MP Position: Q2 2026 in Review

LRI Investments reduced its MP Materials (MP) stake by 2% in Q2 2026, selling an estimated $243 and leaving 201 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

LRI Investments first reported a position in MP in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.8K in Q3 2025. 267 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • LRI Investments held 201 shares of MP Materials worth $11.3K as of Q2 2026.
  • LRI Investments sold 4 MP Materials shares in Q2 2026, an estimated $243.
  • MP Materials made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #928 holding.
  • LRI Investments first reported a position in MP Materials in Q3 2025 and has held it in 4 quarters since.
  • LRI Investments's MP Materials position peaked at $12.8K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.