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Sovereign Financial Group’s MP Materials MP Stock Holding History

Sovereign Financial Group’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 		$223K Sell
3,973
-3,709
-48% -$226K 0.03% 343
2026
Q1 		$371K Sell
7,682
-2,567
-25% -$154K 0.06% 251
2025
Q4 		$518K Sell
10,249
-3,681
-26% -$233K 0.09% 190
2025
Q3 		$934K Buy
13,930
+3,749
+37% +$236K 0.17% 111
2025
Q2 		$339K Buy
+10,181
New +$260K 0.07% 232

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sovereign Financial Group's MP Position: Q2 2026 in Review

Sovereign Financial Group reduced its MP Materials (MP) stake by 48% in Q2 2026, selling an estimated $226K and leaving 3,973 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #343.

Sovereign Financial Group first reported a position in MP in Q2 2025 and has held it in 5 quarters since. The position peaked at $934K in Q3 2025. 752 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Sovereign Financial Group held 3,973 shares of MP Materials worth $223K as of Q2 2026.
  • Sovereign Financial Group sold 3,709 MP Materials shares in Q2 2026, an estimated $226K.
  • MP Materials made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #343 holding.
  • Sovereign Financial Group first reported a position in MP Materials in Q2 2025 and has held it in 5 quarters since.
  • Sovereign Financial Group's MP Materials position peaked at $934K in Q3 2025.
  • 752 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.