MWM
USAR

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
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

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

MFG Wealth Management's USAR Position: Q2 2026 in Review

MFG Wealth Management reduced its USA Rare Earth Inc (USAR) stake by 3.3% in Q2 2026, selling an estimated $71.3K and leaving 92,393 shares worth $1.99M. The position accounts for 1.43% of the portfolio, ranked #33.

MFG Wealth Management 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.

  • MFG Wealth Management held 92,393 shares of USA Rare Earth Inc worth $1.99M as of Q2 2026.
  • MFG Wealth Management sold 3,126 USA Rare Earth Inc shares in Q2 2026, an estimated $71.3K.
  • USA Rare Earth Inc made up 1.43% of MFG Wealth Management's portfolio in Q2 2026, its #33 holding.
  • MFG Wealth Management 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 MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.