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Root Financial Partners’s MP Materials MP Stock Holding History

Root Financial Partners’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
-213
Closed -$10.3K – 2102
2026
Q1 		$10.3K Buy
213
+2
+0.9% +$120 ﹤0.01% 1674
2025
Q4 		$10.7K Sell
211
-2
-0.9% -$127 ﹤0.01% 1468
2025
Q3 		$14.3K Buy
+213
New +$13.4K ﹤0.01% 1283

Other funds holding MP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's MP Position: Q2 2026 in Review

Root Financial Partners sold out of MP Materials (MP) in Q2 2026, closing a stake of 213 shares — an estimated $10.3K sold.

Root Financial Partners first reported a position in MP in Q3 2025 and held it in 3 quarters. The position peaked at $14.3K in Q3 2025. 237 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Root Financial Partners reported no remaining MP Materials position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 213 MP Materials shares in Q2 2026, an estimated $10.3K.
  • Root Financial Partners first reported a position in MP Materials in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's MP Materials position peaked at $14.3K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.