KAS
USAR

Kestra Advisory Services’s USA Rare Earth Inc USAR Stock Holding History

Kestra Advisory Services’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 		$399K Sell
18,486
-3,484
-16% -$79.4K ﹤0.01% 2520
2026
Q1 		$333K Sell
21,970
-16,259
-43% -$315K ﹤0.01% 2533
2025
Q4 		$455K Sell
38,229
-170,099
-82% -$3.24M ﹤0.01% 2231
2025
Q3 		$3.58M Buy
+208,328
New +$2.98M 0.02% 857

Other funds holding USAR

BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Kestra Advisory Services's USAR Position: Q2 2026 in Review

Kestra Advisory Services reduced its USA Rare Earth Inc (USAR) stake by 16% in Q2 2026, selling an estimated $79.4K and leaving 18,486 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Kestra Advisory Services first reported a position in USAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.58M in Q3 2025. 113 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Kestra Advisory Services held 18,486 shares of USA Rare Earth Inc worth $399K as of Q2 2026.
  • Kestra Advisory Services sold 3,484 USA Rare Earth Inc shares in Q2 2026, an estimated $79.4K.
  • USA Rare Earth Inc made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2520 holding.
  • Kestra Advisory Services first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 4 quarters since.
  • Kestra Advisory Services's USA Rare Earth Inc position peaked at $3.58M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.