Phoenix Financial’s MP Materials MP Stock Holding History

Phoenix Financial’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	–	Sell	-4,695	Closed	-$227K	–	558
2026 Q1	$227K	Sell	4,695 -4,185	-47%	-$250K	﹤0.01%	437
2025 Q4	$449K	Buy	+8,880	New	+$563K	﹤0.01%	314
2021 Q1	–	Sell	-1,500,000	Closed	-$48.2M	–	446
2020 Q4	$48.2M	Buy	+1,500,000	New	+$29M	1.29%	18

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

Phoenix Financial's MP Position: Q2 2026 in Review

Phoenix Financial sold out of MP Materials (MP) in Q2 2026, closing a stake of 4,695 shares — an estimated $227K sold.

Phoenix Financial first reported a position in MP in Q4 2020 and held it in 3 quarters. The position peaked at $48.2M in Q4 2020. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Phoenix Financial reported no remaining MP Materials position as of Q2 2026 after selling out during the quarter.
Phoenix Financial sold 4,695 MP Materials shares in Q2 2026, an estimated $227K.
Phoenix Financial first reported a position in MP Materials in Q4 2020 and held it in 3 quarters.
Phoenix Financial's MP Materials position peaked at $48.2M in Q4 2020.
757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.