MFG Wealth Management
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MFG Wealth Management’s USA Rare Earth Inc USAR Stock Holding History

MFG Wealth Management’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
Q3 		$1.38M Buy
97,782
+5,389
+6% +$91.5K 1% 54
2026
Q2 		$1.99M Sell
92,393
-3,126
-3% -$71.3K 1.43% 33
2026
Q1 		$1.45M Buy
95,519
+40,162
+73% +$779K 1.2% 43
2025
Q4 		$659K Buy
+55,357
New +$1.05M 0.51% 59

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UNICOM Systems
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Overbrook Management Corp
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Weaver Capital Management
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return
Acasta Partners UK
Acasta Partners UK London $223M AUM 3.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return
Kingsbury Capital Investment Advisors
Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

MFG Wealth Management's USAR Position: Q3 2026 in Review

MFG Wealth Management increased its USA Rare Earth Inc (USAR) stake by 5.8% in Q3 2026, buying an estimated $91.5K and bringing the position to 97,782 shares worth $1.38M. The position accounts for 1% of the portfolio, ranked #54.

MFG Wealth Management first reported a position in USAR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.99M in Q2 2026. 68 funds tracked by Wall St. Rank hold USAR as of Q3 2026.

  • MFG Wealth Management held 97,782 shares of USA Rare Earth Inc worth $1.38M as of Q3 2026.
  • MFG Wealth Management bought 5,389 USA Rare Earth Inc shares in Q3 2026, an estimated $91.5K.
  • USA Rare Earth Inc made up 1% of MFG Wealth Management's portfolio in Q3 2026, its #54 holding.
  • MFG Wealth Management first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 4 quarters since.
  • MFG Wealth Management's USA Rare Earth Inc position peaked at $1.99M in Q2 2026.
  • 68 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.