Private Advisory Group
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Private Advisory Group’s USA Rare Earth Inc USAR Stock Holding History

Private Advisory 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
Q3 		$5.58M Buy
+396,183
New +$6.73M 0.3% 91

Other funds holding USAR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bayshore Capital Advisors
Bayshore Capital Advisors Tampa, Florida $194M AUM 5.69% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

Private Advisory Group's USAR Position: Q3 2026 in Review

Private Advisory Group opened a new position in USA Rare Earth Inc (USAR) in Q3 2026: 396,183 shares worth $5.58M. The stake represents 0.3% of the portfolio and ranks #91 among its holdings.

180 funds tracked by Wall St. Rank hold USAR as of Q3 2026.

  • Private Advisory Group held 396,183 shares of USA Rare Earth Inc worth $5.58M as of Q3 2026.
  • USA Rare Earth Inc was a new Private Advisory Group position in Q3 2026.
  • USA Rare Earth Inc made up 0.3% of Private Advisory Group's portfolio in Q3 2026, its #91 holding.
  • 180 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.