RFP
USAR

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
Q1 		$166 Buy
+11
New +$213 ﹤0.01% 3191

Other funds holding USAR

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Root Financial Partners's USAR Position: Q1 2026 in Review

Root Financial Partners opened a new position in USA Rare Earth Inc (USAR) in Q1 2026: 11 shares worth $166. The stake represents ﹤0.01% of the portfolio and ranks #3191 among its holdings.

313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • Root Financial Partners held 11 shares of USA Rare Earth Inc worth $166 as of Q1 2026.
  • USA Rare Earth Inc was a new Root Financial Partners position in Q1 2026.
  • USA Rare Earth Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3191 holding.
  • 313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.