Bank of Montreal
USAR

Bank of Montreal’s USA Rare Earth Inc USAR Stock Holding History

Bank of Montreal’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
Q2 		$169K Sell
7,842
-5,520
-41% -$126K ﹤0.01% 3070
2026
Q1 		$202K Buy
+13,362
New +$259K ﹤0.01% 2920

Other funds holding USAR

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of Montreal's USAR Position: Q2 2026 in Review

Bank of Montreal reduced its USA Rare Earth Inc (USAR) stake by 41% in Q2 2026, selling an estimated $126K and leaving 7,842 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

Bank of Montreal first reported a position in USAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $202K in Q1 2026. 389 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Bank of Montreal held 7,842 shares of USA Rare Earth Inc worth $169K as of Q2 2026.
  • Bank of Montreal sold 5,520 USA Rare Earth Inc shares in Q2 2026, an estimated $126K.
  • USA Rare Earth Inc made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3070 holding.
  • Bank of Montreal first reported a position in USA Rare Earth Inc in Q1 2026 and has held it in 2 quarters since.
  • Bank of Montreal's USA Rare Earth Inc position peaked at $202K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.