SPIA
USAR

Steward Partners Investment Advisory’s USA Rare Earth Inc USAR Stock Holding History

Steward Partners Investment Advisory’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 		$209K Buy
13,790
+13,490
+4,497% +$262K ﹤0.01% 2000
2025
Q4 		$3.57K Sell
300
-900
-75% -$17.1K ﹤0.01% 3805
2025
Q3 		$20.6K Buy
+1,200
New +$17.1K ﹤0.01% 3079

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 $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
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 $104M 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

Steward Partners Investment Advisory's USAR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its USA Rare Earth Inc (USAR) stake by 4,497% in Q1 2026, buying an estimated $262K and bringing the position to 13,790 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Steward Partners Investment Advisory first reported a position in USAR in Q3 2025 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • Steward Partners Investment Advisory held 13,790 shares of USA Rare Earth Inc worth $209K as of Q1 2026.
  • Steward Partners Investment Advisory bought 13,490 USA Rare Earth Inc shares in Q1 2026, an estimated $262K.
  • USA Rare Earth Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2000 holding.
  • Steward Partners Investment Advisory first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 3 quarters since.
  • 313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.