LPL Financial
USAR

LPL Financial’s USA Rare Earth Inc USAR Stock Holding History

LPL Financial’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 		$12.5M Buy
579,111
+260,680
+82% +$5.94M ﹤0.01% 1939
2026
Q1 		$4.82M Buy
318,431
+122,822
+63% +$2.38M ﹤0.01% 2646
2025
Q4 		$2.33M Buy
195,609
+14,663
+8% +$279K ﹤0.01% 3252
2025
Q3 		$3.11M Buy
180,946
+137,429
+316% +$1.96M ﹤0.01% 2909
2025
Q2 		$477K Buy
+43,517
New +$461K ﹤0.01% 4425

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

LPL Financial's USAR Position: Q2 2026 in Review

LPL Financial increased its USA Rare Earth Inc (USAR) stake by 82% in Q2 2026, buying an estimated $5.94M and bringing the position to 579,111 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

LPL Financial 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.

  • LPL Financial held 579,111 shares of USA Rare Earth Inc worth $12.5M as of Q2 2026.
  • LPL Financial bought 260,680 USA Rare Earth Inc shares in Q2 2026, an estimated $5.94M.
  • USA Rare Earth Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1939 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.