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

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

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. 757 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.
757 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.