CFFP
USAR

Center for Financial Planning’s USA Rare Earth Inc USAR Stock Holding History

Center for Financial Planning’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 		$66.6K Buy
3,088
+585
+23% +$13.3K 0.01% 286
2026
Q1 		$37.9K Buy
2,503
+112
+5% +$2.17K ﹤0.01% 341
2025
Q4 		$28.5K Buy
+2,391
New +$45.5K ﹤0.01% 368

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
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return

Center for Financial Planning's USAR Position: Q2 2026 in Review

Center for Financial Planning increased its USA Rare Earth Inc (USAR) stake by 23% in Q2 2026, buying an estimated $13.3K and bringing the position to 3,088 shares worth $66.6K. The position accounts for 0.01% of the portfolio, ranked #286.

Center for Financial Planning first reported a position in USAR in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Center for Financial Planning held 3,088 shares of USA Rare Earth Inc worth $66.6K as of Q2 2026.
  • Center for Financial Planning bought 585 USA Rare Earth Inc shares in Q2 2026, an estimated $13.3K.
  • USA Rare Earth Inc made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #286 holding.
  • Center for Financial Planning first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.