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Summit Financial’s MP Materials MP Stock Holding History

Summit 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
Q2 		$724K Buy
12,918
+1,016
+9% +$61.8K 0.01% 962
2026
Q1 		$574K Sell
11,902
-1,539
-11% -$92K 0.01% 949
2025
Q4 		$679K Buy
13,441
+7,535
+128% +$478K 0.01% 791
2025
Q3 		$396K Buy
+5,906
New +$372K 0.01% 961

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

Summit Financial's MP Position: Q2 2026 in Review

Summit Financial increased its MP Materials (MP) stake by 8.5% in Q2 2026, buying an estimated $61.8K and bringing the position to 12,918 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #962.

Summit Financial first reported a position in MP in Q3 2025 and has held it in 4 quarters since. 755 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Summit Financial held 12,918 shares of MP Materials worth $724K as of Q2 2026.
  • Summit Financial bought 1,016 MP Materials shares in Q2 2026, an estimated $61.8K.
  • MP Materials made up 0.01% of Summit Financial's portfolio in Q2 2026, its #962 holding.
  • Summit Financial first reported a position in MP Materials in Q3 2025 and has held it in 4 quarters since.
  • 755 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.