SFA
USAR

Sequoia Financial Advisors’s USA Rare Earth Inc USAR Stock Holding History

Sequoia Financial Advisors’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 		$4.32K Buy
+200
New +$4.56K ﹤0.01% 2161

Other funds holding USAR

US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Sequoia Financial Advisors's USAR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its USA Rare Earth Inc (USAR) stake by 12% in Q2 2026, buying an estimated $60K and bringing the position to 24,346 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Sequoia Financial Advisors first reported a position in USAR in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Sequoia Financial Advisors held 24,346 shares of USA Rare Earth Inc worth $525K as of Q2 2026.
  • Sequoia Financial Advisors bought 2,631 USA Rare Earth Inc shares in Q2 2026, an estimated $60K.
  • USA Rare Earth Inc made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1319 holding.
  • Sequoia Financial Advisors first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.