PF
MP icon

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
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

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Phoenix Financial's MP Position: Q1 2026 in Review

Phoenix Financial reduced its MP Materials (MP) stake by 47% in Q1 2026, selling an estimated $250K and leaving 4,695 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Phoenix Financial first reported a position in MP in Q4 2020 and has held it in 3 quarters since. The position peaked at $48.2M in Q4 2020. 712 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • Phoenix Financial held 4,695 shares of MP Materials worth $227K as of Q1 2026.
  • Phoenix Financial sold 4,185 MP Materials shares in Q1 2026, an estimated $250K.
  • MP Materials made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #437 holding.
  • Phoenix Financial first reported a position in MP Materials in Q4 2020 and has held it in 3 quarters since.
  • Phoenix Financial's MP Materials position peaked at $48.2M in Q4 2020.
  • 712 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.