NFSG
USAR

Newbridge Financial Services Group’s USA Rare Earth Inc USAR Stock Holding History

Newbridge Financial Services Group’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 		$67K Sell
3,105
-2,840
-48% -$64.7K 0.01% 413
2026
Q1 		$90K Sell
5,945
-260
-4% -$5.04K 0.01% 329
2025
Q4 		$73.8K Buy
6,205
+5,950
+2,333% +$113K 0.01% 360
2025
Q3 		$4.38K Buy
+255
New +$3.64K ﹤0.01% 1043

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

Newbridge Financial Services Group's USAR Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its USA Rare Earth Inc (USAR) stake by 48% in Q2 2026, selling an estimated $64.7K and leaving 3,105 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #413.

Newbridge Financial Services Group first reported a position in USAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $90K in Q1 2026. 389 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Newbridge Financial Services Group held 3,105 shares of USA Rare Earth Inc worth $67K as of Q2 2026.
  • Newbridge Financial Services Group sold 2,840 USA Rare Earth Inc shares in Q2 2026, an estimated $64.7K.
  • USA Rare Earth Inc made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #413 holding.
  • Newbridge Financial Services Group first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 4 quarters since.
  • Newbridge Financial Services Group's USA Rare Earth Inc position peaked at $90K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.