Superior Planning, LLC’s USA Rare Earth Inc USAR Stock Holding History

Superior Planning, LLC’s Portfolio USAR Stock Details USAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$366	Buy	+26	New	+$441	﹤0.01%	1943

Other funds holding USAR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bayshore Capital Advisors Tampa, Florida $194M AUM 5.69% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's USAR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in USA Rare Earth Inc (USAR) in Q3 2026: 26 shares worth $366. The stake represents ﹤0.01% of the portfolio and ranks #1943 among its holdings.

256 funds tracked by Wall St. Rank hold USAR as of Q3 2026.

Superior Planning, LLC held 26 shares of USA Rare Earth Inc worth $366 as of Q3 2026.
USA Rare Earth Inc was a new Superior Planning, LLC position in Q3 2026.
USA Rare Earth Inc made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1943 holding.
256 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.