Jones Financial Companies
USAR

Jones Financial Companies’s USA Rare Earth Inc USAR Stock Holding History

Jones Financial Companies’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 		$2.17M Buy
105,836
+39,237
+59% +$895K ﹤0.01% 1543
2026
Q1 		$1.03M Buy
66,599
+35,819
+116% +$695K ﹤0.01% 1707
2025
Q4 		$366K Buy
30,780
+22,715
+282% +$433K ﹤0.01% 1639
2025
Q3 		$140K Buy
8,065
+7,715
+2,204% +$110K ﹤0.01% 1932
2025
Q2 		$3.92K Buy
+350
New +$3.71K ﹤0.01% 3221

Other funds holding USAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jones Financial Companies's USAR Position: Q2 2026 in Review

Jones Financial Companies increased its USA Rare Earth Inc (USAR) stake by 59% in Q2 2026, buying an estimated $895K and bringing the position to 105,836 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Jones Financial Companies first reported a position in USAR in Q2 2025 and has held it in 5 quarters since. 389 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Jones Financial Companies held 105,836 shares of USA Rare Earth Inc worth $2.17M as of Q2 2026.
  • Jones Financial Companies bought 39,237 USA Rare Earth Inc shares in Q2 2026, an estimated $895K.
  • USA Rare Earth Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1543 holding.
  • Jones Financial Companies first reported a position in USA Rare Earth Inc in Q2 2025 and has held it in 5 quarters since.
  • 389 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.