Position in IPX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,631,231
-$1,203,108 QoQ
Shares Held
525,773
-18.7% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4
of 58 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IPX Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $91,687,405 across 14 Other Industrial Metals & Mining names. IPX ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
492,038 | $27,559,047 | |
| 2 | RIO |
Rio Tinto PLC
|
238,909 | $22,679,628 | |
| 3 | IPX |
IPERIONX Ltd
This page
|
525,773 | $15,631,231 | |
| 4 | BHP |
BHP Group Ltd
|
180,029 | $14,998,215 | |
| 5 | MTRN |
MATERION Corp
|
23,739 | $7,059,740 | |
| 6 | VALE |
Vale S.A.
|
148,250 | $2,229,679 | |
| 7 | USAR |
USA Rare Earth, Inc.
|
35,740 | $771,268 | |
| 8 | LAC |
Lithium Americas Corp.
|
68,018 | $261,869 |
All Filings in IPX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,631,231 | 525,773 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $16,834,339 | 646,480 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $30,058,191 | 830,681 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $44,368,117 | 899,050 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $30,702,042 | 974,668 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,986,941 | 999,830 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $30,968,152 | 900,237 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,670,931 | 703,679 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,301,296 | 524,029 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,060,646 | 406,482 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,363,624 | 255,251 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,181,798 | 120,962 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||