Dynamic Advisor Solutions’s USA Rare Earth Inc USAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.52M Sell
70,639
-27,945
-28% -$637K 0.04% 387
2026
Q1
$1.49M Buy
+98,584
New +$1.91M 0.05% 376

Other funds holding USAR

Dynamic Advisor Solutions's USAR Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its USA Rare Earth Inc (USAR) stake by 28% in Q2 2026, selling an estimated $637K and leaving 70,639 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #387.

Dynamic Advisor Solutions first reported a position in USAR in Q1 2026 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Dynamic Advisor Solutions held 70,639 shares of USA Rare Earth Inc worth $1.52M as of Q2 2026.
  • Dynamic Advisor Solutions sold 27,945 USA Rare Earth Inc shares in Q2 2026, an estimated $637K.
  • USA Rare Earth Inc made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #387 holding.
  • Dynamic Advisor Solutions first reported a position in USA Rare Earth Inc in Q1 2026 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.