PWM
USAR

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

Perigon 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 		$1.35M Buy
62,403
+39,148
+168% +$892K 0.02% 495
2026
Q1 		$352K Buy
23,255
+1,015
+5% +$19.7K 0.01% 954
2025
Q4 		$265K Buy
+22,240
New +$424K ﹤0.01% 1071

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

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

Perigon Wealth Management increased its USA Rare Earth Inc (USAR) stake by 168% in Q2 2026, buying an estimated $892K and bringing the position to 62,403 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #495.

Perigon Wealth Management first reported a position in USAR in Q4 2025 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Perigon Wealth Management held 62,403 shares of USA Rare Earth Inc worth $1.35M as of Q2 2026.
  • Perigon Wealth Management bought 39,148 USA Rare Earth Inc shares in Q2 2026, an estimated $892K.
  • USA Rare Earth Inc made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #495 holding.
  • Perigon Wealth Management first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.