CIA
USAR

Concurrent Investment Advisors’s USA Rare Earth Inc USAR Stock Holding History

Concurrent Investment Advisors’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 		$10.8K Hold
500
– – ﹤0.01% 2093
2026
Q1 		$7.57K Buy
+500
New +$9.7K ﹤0.01% 1926

Other funds holding USAR

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Concurrent Investment Advisors's USAR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its USA Rare Earth Inc (USAR) stake by 99% in Q2 2026, buying an estimated $286K and bringing the position to 25,189 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Concurrent Investment Advisors first reported a position in USAR in Q1 2026 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Concurrent Investment Advisors held 25,189 shares of USA Rare Earth Inc worth $544K as of Q2 2026.
  • Concurrent Investment Advisors bought 12,529 USA Rare Earth Inc shares in Q2 2026, an estimated $286K.
  • USA Rare Earth Inc made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1359 holding.
  • Concurrent Investment Advisors first reported a position in USA Rare Earth Inc in Q1 2026 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.