Circle Wealth Management’s USA Rare Earth Inc USAR Stock Holding History

Circle Wealth 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	$160K	Buy	+11,370	New	+$193K	﹤0.01%	264

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

Renaissance Technologies New York $73.4B AUM 32.8% 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

Circle Wealth Management's USAR Position: Q3 2026 in Review

Circle Wealth Management opened a new position in USA Rare Earth Inc (USAR) in Q3 2026: 11,370 shares worth $160K. The stake represents ﹤0.01% of the portfolio and ranks #264 among its holdings.

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

Circle Wealth Management held 11,370 shares of USA Rare Earth Inc worth $160K as of Q3 2026.
USA Rare Earth Inc was a new Circle Wealth Management position in Q3 2026.
USA Rare Earth Inc made up ﹤0.01% of Circle Wealth Management's portfolio in Q3 2026, its #264 holding.
262 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q3 2026.

Based on Circle Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.