CFML
USAR

COMPASS FINANCIAL MANAGEMENT LLC’s USA Rare Earth Inc USAR Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$345 Buy
+16
New +$365 ﹤0.01% 1445

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
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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's USAR Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in USA Rare Earth Inc (USAR) in Q2 2026: 16 shares worth $345. The stake represents ﹤0.01% of the portfolio and ranks #1445 among its holdings.

257 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 16 shares of USA Rare Earth Inc worth $345 as of Q2 2026.
  • USA Rare Earth Inc was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • USA Rare Earth Inc made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1445 holding.
  • 257 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.