Financial Consulate’s USA Rare Earth Inc USAR Stock Holding History

Financial Consulate’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	$11.3K	Hold	524	–	–	﹤0.01%	638
2026 Q1	$7.93K	Hold	524	–	–	﹤0.01%	688
2025 Q4	$6.24K	Buy	+524	New	+$9.98K	﹤0.01%	703

Other funds holding USAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Financial Consulate's USAR Position: Q2 2026 in Review

Financial Consulate held its USA Rare Earth Inc (USAR) position steady in Q2 2026 at 524 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Financial Consulate first reported a position in USAR in Q4 2025 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

Financial Consulate held 524 shares of USA Rare Earth Inc worth $11.3K as of Q2 2026.
Financial Consulate left its USA Rare Earth Inc share count unchanged in Q2 2026.
USA Rare Earth Inc made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #638 holding.
Financial Consulate first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 3 quarters since.
393 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.