Root Financial Partners’s USA Rare Earth Inc USAR Stock Holding History

Root Financial Partners’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	–	Sell	-11	Closed	-$166	–	3413
2026 Q1	$166	Buy	+11	New	+$213	﹤0.01%	3191

Other funds holding USAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Root Financial Partners's USAR Position: Q2 2026 in Review

Root Financial Partners sold out of USA Rare Earth Inc (USAR) in Q2 2026, closing a stake of 11 shares — an estimated $166 sold.

Root Financial Partners first reported a position in USAR in Q1 2026 and held it in 1 quarter. The position peaked at $166 in Q1 2026. 394 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

Root Financial Partners reported no remaining USA Rare Earth Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 11 USA Rare Earth Inc shares in Q2 2026, an estimated $166.
Root Financial Partners first reported a position in USA Rare Earth Inc in Q1 2026 and held it in 1 quarter.
Root Financial Partners's USA Rare Earth Inc position peaked at $166 in Q1 2026.
394 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.