Forum Finance Group’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
$264K Buy
15,125
+14,025
+1,275% +$320K 0.1% 131
2026
Q1
$13K Buy
+1,100
New +$21.3K 0.01% 266

Other funds holding USAR

Forum Finance Group's USAR Position: Q2 2026 in Review

Forum Finance Group increased its USA Rare Earth Inc (USAR) stake by 1,275% in Q2 2026, buying an estimated $320K and bringing the position to 15,125 shares worth $264K. The position accounts for 0.1% of the portfolio, ranked #131.

Forum Finance Group 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.

  • Forum Finance Group held 15,125 shares of USA Rare Earth Inc worth $264K as of Q2 2026.
  • Forum Finance Group bought 14,025 USA Rare Earth Inc shares in Q2 2026, an estimated $320K.
  • USA Rare Earth Inc made up 0.1% of Forum Finance Group's portfolio in Q2 2026, its #131 holding.
  • Forum Finance Group 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 Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.