IFG
USAR

Independent Financial Group’s USA Rare Earth Inc USAR Stock Holding History

Independent Financial Group’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 		– Sell
-16,134
Closed -$244K – 1646
2026
Q1 		$244K Buy
+16,134
New +$313K 0.01% 1274

Other funds holding USAR

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State Street
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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
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Independent Financial Group's USAR Position: Q2 2026 in Review

Independent Financial Group sold out of USA Rare Earth Inc (USAR) in Q2 2026, closing a stake of 16,134 shares — an estimated $244K sold.

Independent Financial Group first reported a position in USAR in Q1 2026 and held it in 1 quarter. The position peaked at $244K in Q1 2026. 389 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Independent Financial Group reported no remaining USA Rare Earth Inc position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 16,134 USA Rare Earth Inc shares in Q2 2026, an estimated $244K.
  • Independent Financial Group first reported a position in USA Rare Earth Inc in Q1 2026 and held it in 1 quarter.
  • Independent Financial Group's USA Rare Earth Inc position peaked at $244K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.