RIL
USAR

Rothschild Investment LLC’s USA Rare Earth Inc USAR Stock Holding History

Rothschild Investment LLC’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 		$29.2K Buy
1,355
+595
+78% +$13.6K ﹤0.01% 1419
2026
Q1 		$11.5K Buy
760
+35
+5% +$679 ﹤0.01% 1630
2025
Q4 		$8.63K Buy
+725
New +$13.8K ﹤0.01% 1625

Other funds holding USAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return

Rothschild Investment LLC's USAR Position: Q2 2026 in Review

Rothschild Investment LLC increased its USA Rare Earth Inc (USAR) stake by 78% in Q2 2026, buying an estimated $13.6K and bringing the position to 1,355 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Rothschild Investment LLC first reported a position in USAR in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Rothschild Investment LLC held 1,355 shares of USA Rare Earth Inc worth $29.2K as of Q2 2026.
  • Rothschild Investment LLC bought 595 USA Rare Earth Inc shares in Q2 2026, an estimated $13.6K.
  • USA Rare Earth Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1419 holding.
  • Rothschild Investment LLC first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.