TWM
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TCFG Wealth Management’s MP Materials MP Stock Holding History

TCFG Wealth Management’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
Q1 		$328K Sell
6,805
-21,685
-76% -$1.3M 0.12% 177
2025
Q4 		$1.44M Buy
28,490
+690
+2% +$43.8K 0.56% 41
2025
Q3 		$1.86M Buy
27,800
+9,785
+54% +$616K 0.73% 30
2025
Q2 		$599K Buy
18,015
+9,300
+107% +$237K 0.27% 98
2025
Q1 		$213K Buy
+8,715
New +$203K 0.11% 219

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

TCFG Wealth Management's MP Position: Q1 2026 in Review

TCFG Wealth Management reduced its MP Materials (MP) stake by 76% in Q1 2026, selling an estimated $1.3M and leaving 6,805 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #177.

TCFG Wealth Management first reported a position in MP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.86M in Q3 2025. 715 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • TCFG Wealth Management held 6,805 shares of MP Materials worth $328K as of Q1 2026.
  • TCFG Wealth Management sold 21,685 MP Materials shares in Q1 2026, an estimated $1.3M.
  • MP Materials made up 0.12% of TCFG Wealth Management's portfolio in Q1 2026, its #177 holding.
  • TCFG Wealth Management first reported a position in MP Materials in Q1 2025 and has held it in 5 quarters since.
  • TCFG Wealth Management's MP Materials position peaked at $1.86M in Q3 2025.
  • 715 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.