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

US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 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. 54 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.
  • 54 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.