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
Q2 		$457K Buy
21,171
+7,381
+54% +$168K ﹤0.01% 1743
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Steward Partners Investment Advisory's USAR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its USA Rare Earth Inc (USAR) stake by 54% in Q2 2026, buying an estimated $168K and bringing the position to 21,171 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Steward Partners Investment Advisory first reported a position in USAR in Q3 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Steward Partners Investment Advisory held 21,171 shares of USA Rare Earth Inc worth $457K as of Q2 2026.
  • Steward Partners Investment Advisory bought 7,381 USA Rare Earth Inc shares in Q2 2026, an estimated $168K.
  • USA Rare Earth Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1743 holding.
  • Steward Partners Investment Advisory first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.