Brookstone Capital Management
USAR icon

Brookstone Capital Management’s USA Rare Earth Inc USAR Stock Holding History

Brookstone Capital Management’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 		$229K Buy
16,259
+5,275
+48% +$89.6K ﹤0.01% 1218
2026
Q2 		$237K Buy
+10,984
New +$250K ﹤0.01% 1186

Other funds holding USAR

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bayshore Capital Advisors
Bayshore Capital Advisors Tampa, Florida $194M AUM 5.69% 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
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Brookstone Capital Management's USAR Position: Q3 2026 in Review

Brookstone Capital Management increased its USA Rare Earth Inc (USAR) stake by 48% in Q3 2026, buying an estimated $89.6K and bringing the position to 16,259 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Brookstone Capital Management first reported a position in USAR in Q2 2026 and has held it in 2 quarters since. The position peaked at $237K in Q2 2026. 225 funds tracked by Wall St. Rank hold USAR as of Q3 2026.

  • Brookstone Capital Management held 16,259 shares of USA Rare Earth Inc worth $229K as of Q3 2026.
  • Brookstone Capital Management bought 5,275 USA Rare Earth Inc shares in Q3 2026, an estimated $89.6K.
  • USA Rare Earth Inc made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1218 holding.
  • Brookstone Capital Management first reported a position in USA Rare Earth Inc in Q2 2026 and has held it in 2 quarters since.
  • Brookstone Capital Management's USA Rare Earth Inc position peaked at $237K in Q2 2026.
  • 225 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.