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Strategic Financial Concepts’s Mach Natural Resources MNR Stock Holding History

Strategic Financial Concepts’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.44M Buy
+102,748
New +$1.29M 0.35% 71
2025
Q4 		– Sell
-27,099
Closed -$357K – 230
2025
Q3 		$357K Buy
27,099
+8,302
+44% +$118K 0.05% 175
2025
Q2 		$271K Buy
18,797
+6,485
+53% +$90.3K 0.04% 211
2025
Q1 		$191K Buy
12,312
+948
+8% +$15.3K 0.04% 322
2024
Q4 		$195K Hold
11,364
– – 0.04% 319
2024
Q3 		$182K Buy
+11,364
New +$211K 0.06% 237

Other funds holding MNR

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

Strategic Financial Concepts's MNR Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Mach Natural Resources (MNR) in Q1 2026: 102,748 shares worth $1.44M. The stake represents 0.35% of the portfolio and ranks #71 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in MNR as recently as Q3 2025.

Strategic Financial Concepts first reported a position in MNR in Q3 2024 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold MNR as of Q1 2026.

  • Strategic Financial Concepts held 102,748 shares of Mach Natural Resources worth $1.44M as of Q1 2026.
  • Mach Natural Resources was a new Strategic Financial Concepts position in Q1 2026.
  • Mach Natural Resources made up 0.35% of Strategic Financial Concepts's portfolio in Q1 2026, its #71 holding.
  • Strategic Financial Concepts first reported a position in Mach Natural Resources in Q3 2024 and has held it in 6 quarters since.
  • 62 funds tracked by Wall St. Rank held Mach Natural Resources as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.