Root Financial Partners
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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
Q3 		$5.7K Buy
+405
New +$6.88K ﹤0.01% 2173
2026
Q2 		– Sell
-11
Closed -$166 – 3413
2026
Q1 		$166 Buy
+11
New +$213 ﹤0.01% 3191

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

Root Financial Partners's USAR Position: Q3 2026 in Review

Root Financial Partners opened a new position in USA Rare Earth Inc (USAR) in Q3 2026: 405 shares worth $5.7K. The stake represents ﹤0.01% of the portfolio and ranks #2173 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in USAR as recently as Q1 2026.

Root Financial Partners first reported a position in USAR in Q1 2026 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold USAR as of Q3 2026.

  • Root Financial Partners held 405 shares of USA Rare Earth Inc worth $5.7K as of Q3 2026.
  • USA Rare Earth Inc was a new Root Financial Partners position in Q3 2026.
  • USA Rare Earth Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2173 holding.
  • Root Financial Partners first reported a position in USA Rare Earth Inc in Q1 2026 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.