Perpetual Ltd’s USA Rare Earth Inc USAR Stock Holding History

Perpetual Ltd’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	–	Sell	-15,075	Closed	-$325K	–	437
2026 Q2	$325K	Buy	+15,075	New	+$344K	﹤0.01%	389

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NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Acasta Partners UK London $223M AUM 3.13% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Perpetual Ltd's USAR Position: Q3 2026 in Review

Perpetual Ltd sold out of USA Rare Earth Inc (USAR) in Q3 2026, closing a stake of 15,075 shares — an estimated $325K sold.

Perpetual Ltd first reported a position in USAR in Q2 2026 and held it in 1 quarter. The position peaked at $325K in Q2 2026. 88 funds tracked by Wall St. Rank hold USAR as of Q3 2026.

Perpetual Ltd reported no remaining USA Rare Earth Inc position as of Q3 2026 after selling out during the quarter.
Perpetual Ltd sold 15,075 USA Rare Earth Inc shares in Q3 2026, an estimated $325K.
Perpetual Ltd first reported a position in USA Rare Earth Inc in Q2 2026 and held it in 1 quarter.
Perpetual Ltd's USA Rare Earth Inc position peaked at $325K in Q2 2026.
88 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.