SFFS
USAR

Stonehage Fleming Financial Services’s USA Rare Earth Inc USAR Stock Holding History

Stonehage Fleming Financial Services’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 		– Sell
-49,120
Closed -$743K – 241
2026
Q1 		$743K Buy
49,120
+23,020
+88% +$447K 0.03% 90
2025
Q4 		$311K Buy
+26,100
New +$497K 0.01% 123

Other funds holding USAR

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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

Stonehage Fleming Financial Services's USAR Position: Q2 2026 in Review

Stonehage Fleming Financial Services sold out of USA Rare Earth Inc (USAR) in Q2 2026, closing a stake of 49,120 shares — an estimated $743K sold.

Stonehage Fleming Financial Services first reported a position in USAR in Q4 2025 and held it in 2 quarters. The position peaked at $743K in Q1 2026. 389 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Stonehage Fleming Financial Services reported no remaining USA Rare Earth Inc position as of Q2 2026 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 49,120 USA Rare Earth Inc shares in Q2 2026, an estimated $743K.
  • Stonehage Fleming Financial Services first reported a position in USA Rare Earth Inc in Q4 2025 and held it in 2 quarters.
  • Stonehage Fleming Financial Services's USA Rare Earth Inc position peaked at $743K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.