CAL
USAR

Capital Advisors Ltd’s USA Rare Earth Inc USAR Stock Holding History

Capital Advisors Ltd’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
Q1 		– Sell
-1,245
Closed -$15K – 1638
2025
Q4 		$15K Hold
1,245
– – ﹤0.01% 731
2025
Q3 		$21K Buy
+1,245
New +$17.8K ﹤0.01% 639

Other funds holding USAR

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
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
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $104M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Capital Advisors Ltd's USAR Position: Q1 2026 in Review

Capital Advisors Ltd sold out of USA Rare Earth Inc (USAR) in Q1 2026, closing a stake of 1,245 shares — an estimated $15K sold.

Capital Advisors Ltd first reported a position in USAR in Q3 2025 and held it in 2 quarters. The position peaked at $21K in Q3 2025. 314 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • Capital Advisors Ltd reported no remaining USA Rare Earth Inc position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,245 USA Rare Earth Inc shares in Q1 2026, an estimated $15K.
  • Capital Advisors Ltd first reported a position in USA Rare Earth Inc in Q3 2025 and held it in 2 quarters.
  • Capital Advisors Ltd's USA Rare Earth Inc position peaked at $21K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.