RFG Advisory’s MP Materials MP Stock Holding History

RFG Advisory’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	$2.9M	Buy	51,742 +5,626	+12%	+$342K	0.05%	289
2026 Q1	$2.23M	Sell	46,116 -63,470	-58%	-$3.8M	0.04%	318
2025 Q4	$5.54M	Buy	109,586 +101,121	+1,195%	+$6.41M	0.1%	147
2025 Q3	$568K	Sell	8,465 -35,544	-81%	-$2.24M	0.01%	630
2025 Q2	$1.46M	Buy	44,009 +1,332	+3%	+$34K	0.03%	364
2025 Q1	$1.04M	Buy	+42,677	New	+$992K	0.03%	391

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

RFG Advisory's MP Position: Q2 2026 in Review

RFG Advisory increased its MP Materials (MP) stake by 12% in Q2 2026, buying an estimated $342K and bringing the position to 51,742 shares worth $2.9M. The position accounts for 0.05% of the portfolio, ranked #289.

RFG Advisory first reported a position in MP in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.54M in Q4 2025. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

RFG Advisory held 51,742 shares of MP Materials worth $2.9M as of Q2 2026.
RFG Advisory bought 5,626 MP Materials shares in Q2 2026, an estimated $342K.
MP Materials made up 0.05% of RFG Advisory's portfolio in Q2 2026, its #289 holding.
RFG Advisory first reported a position in MP Materials in Q1 2025 and has held it in 6 quarters since.
RFG Advisory's MP Materials position peaked at $5.54M in Q4 2025.
757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.