Stifel Financial
USAR

Stifel Financial’s USA Rare Earth Inc USAR Stock Holding History

Stifel Financial’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 		$771K Buy
35,740
+6,376
+22% +$145K ﹤0.01% 2714
2026
Q1 		$444K Sell
29,364
-2,330
-7% -$45.2K ﹤0.01% 2946
2025
Q4 		$377K Buy
+31,694
New +$604K ﹤0.01% 3014

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
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

Stifel Financial's USAR Position: Q2 2026 in Review

Stifel Financial increased its USA Rare Earth Inc (USAR) stake by 22% in Q2 2026, buying an estimated $145K and bringing the position to 35,740 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Stifel Financial first reported a position in USAR in Q4 2025 and has held it in 3 quarters since. 394 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Stifel Financial held 35,740 shares of USA Rare Earth Inc worth $771K as of Q2 2026.
  • Stifel Financial bought 6,376 USA Rare Earth Inc shares in Q2 2026, an estimated $145K.
  • USA Rare Earth Inc made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2714 holding.
  • Stifel Financial first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 3 quarters since.
  • 394 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.