SIS
USAR

Sound Income Strategies’s USA Rare Earth Inc USAR Stock Holding History

Sound Income Strategies’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
2025
Q4 		– Sell
-311
Closed -$9.66K – 2578
2025
Q3 		$9.66K Buy
+311
New +$4.44K ﹤0.01% 1015

Other funds holding USAR

BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IPHI
Inflection Point Holdings II New York $47.3M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sound Income Strategies's USAR Position: Q4 2025 in Review

Sound Income Strategies sold out of USA Rare Earth Inc (USAR) in Q4 2025, closing a stake of 311 shares — an estimated $9.66K sold.

Sound Income Strategies first reported a position in USAR in Q3 2025 and held it in 1 quarter. The position peaked at $9.66K in Q3 2025. 229 funds tracked by Wall St. Rank hold USAR as of Q4 2025.

  • Sound Income Strategies reported no remaining USA Rare Earth Inc position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 311 USA Rare Earth Inc shares in Q4 2025, an estimated $9.66K.
  • Sound Income Strategies first reported a position in USA Rare Earth Inc in Q3 2025 and held it in 1 quarter.
  • Sound Income Strategies's USA Rare Earth Inc position peaked at $9.66K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.