Trifecta Capital Advisors
MP icon

Trifecta Capital Advisors’s MP Materials MP Stock Holding History

Trifecta Capital Advisors’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
Q3 		$104K Hold
2,200
– – 0.01% 143
2026
Q2 		$123K Hold
2,200
– – 0.02% 138
2026
Q1 		$106K Hold
2,200
– – 0.02% 140
2025
Q4 		$111K Sell
2,200
-1,100
-33% -$69.8K 0.02% 134
2025
Q3 		$221K Sell
3,300
-1,000
-23% -$62.9K 0.03% 100
2025
Q2 		$143K Buy
+4,300
New +$110K 0.02% 127

Other funds holding MP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Trifecta Capital Advisors's MP Position: Q3 2026 in Review

Trifecta Capital Advisors held its MP Materials (MP) position steady in Q3 2026 at 2,200 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #143.

Trifecta Capital Advisors first reported a position in MP in Q2 2025 and has held it in 6 quarters since. The position peaked at $221K in Q3 2025. 578 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Trifecta Capital Advisors held 2,200 shares of MP Materials worth $104K as of Q3 2026.
  • Trifecta Capital Advisors left its MP Materials share count unchanged in Q3 2026.
  • MP Materials made up 0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #143 holding.
  • Trifecta Capital Advisors first reported a position in MP Materials in Q2 2025 and has held it in 6 quarters since.
  • Trifecta Capital Advisors's MP Materials position peaked at $221K in Q3 2025.
  • 578 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.