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

JDM 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	$3.52K	Hold	163	–	–	﹤0.01%	288
2026 Q1	$2.47K	Hold	163	–	–	﹤0.01%	289
2025 Q4	$1.94K	Buy	+163	New	+$3.1K	﹤0.01%	237

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

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

JDM Financial Group held its USA Rare Earth Inc (USAR) position steady in Q2 2026 at 163 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

JDM Financial Group 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.

JDM Financial Group held 163 shares of USA Rare Earth Inc worth $3.52K as of Q2 2026.
JDM Financial Group left its USA Rare Earth Inc share count unchanged in Q2 2026.
USA Rare Earth Inc made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #288 holding.
JDM Financial Group 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 JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.