Perigon Wealth Management
MP icon

Perigon Wealth Management’s MP Materials MP Stock Holding History

Perigon Wealth Management’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
Q3 		$873K Buy
18,469
+6,136
+50% +$311K 0.01% 652
2026
Q2 		$691K Buy
12,333
+7,258
+143% +$442K 0.01% 736
2026
Q1 		$245K Buy
5,075
+514
+11% +$30.7K ﹤0.01% 1109
2025
Q4 		$230K Sell
4,561
-564
-11% -$35.8K ﹤0.01% 1157
2025
Q3 		$344K Buy
+5,125
New +$322K 0.01% 890
2022
Q2 		– Sell
-5,245
Closed -$301K – 602
2022
Q1 		$301K Buy
+5,245
New +$231K 0.02% 454
2021
Q1 		– Sell
-2,125
Closed -$68K – 824
2020
Q4 		$68K Buy
+2,125
New +$41.1K 0.01% 648

Other funds holding MP

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Overbrook Management Corp
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Perigon Wealth Management's MP Position: Q3 2026 in Review

Perigon Wealth Management increased its MP Materials (MP) stake by 50% in Q3 2026, buying an estimated $311K and bringing the position to 18,469 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #652.

Perigon Wealth Management first reported a position in MP in Q4 2020 and has held it in 7 quarters since. 142 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Perigon Wealth Management held 18,469 shares of MP Materials worth $873K as of Q3 2026.
  • Perigon Wealth Management bought 6,136 MP Materials shares in Q3 2026, an estimated $311K.
  • MP Materials made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #652 holding.
  • Perigon Wealth Management first reported a position in MP Materials in Q4 2020 and has held it in 7 quarters since.
  • 142 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.