MFG
MP icon

Merit Financial Group’s MP Materials MP Stock Holding History

Merit 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 		$304K Buy
5,421
+418
+8% +$25.4K ﹤0.01% 1803
2026
Q1 		$241K Buy
+5,003
New +$299K ﹤0.01% 1790

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
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 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

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

Merit Financial Group increased its MP Materials (MP) stake by 8.4% in Q2 2026, buying an estimated $25.4K and bringing the position to 5,421 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Merit Financial Group first reported a position in MP in Q1 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Merit Financial Group held 5,421 shares of MP Materials worth $304K as of Q2 2026.
  • Merit Financial Group bought 418 MP Materials shares in Q2 2026, an estimated $25.4K.
  • MP Materials made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1803 holding.
  • Merit Financial Group first reported a position in MP Materials in Q1 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.