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BFC Planning, Inc.’s USA Rare Earth Inc USAR Stock Holding History

BFC Planning, Inc.’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 		$85K Sell
3,940
-485
-11% -$11.1K ﹤0.01% 1301
2026
Q1 		$67K Buy
4,425
+4,150
+1,509% +$80.5K ﹤0.01% 1236
2025
Q4 		$3.27K Buy
275
+75
+38% +$1.43K ﹤0.01% 2484
2025
Q3 		$3.44K Hold
200
– – ﹤0.01% 2316
2025
Q2 		$2.19K Hold
200
– – ﹤0.01% 2283
2025
Q1 		$1.19K Buy
+200
New +$2.34K ﹤0.01% 2420

Other funds holding USAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bayshore Capital Advisors
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BFC Planning, Inc.'s USAR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its USA Rare Earth Inc (USAR) stake by 11% in Q2 2026, selling an estimated $11.1K and leaving 3,940 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

BFC Planning, Inc. first reported a position in USAR in Q1 2025 and has held it in 6 quarters since. 398 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • BFC Planning, Inc. held 3,940 shares of USA Rare Earth Inc worth $85K as of Q2 2026.
  • BFC Planning, Inc. sold 485 USA Rare Earth Inc shares in Q2 2026, an estimated $11.1K.
  • USA Rare Earth Inc made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1301 holding.
  • BFC Planning, Inc. first reported a position in USA Rare Earth Inc in Q1 2025 and has held it in 6 quarters since.
  • 398 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.