Synergy Asset Management’s USA Rare Earth Inc USAR Stock Holding History

Synergy Asset Management’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	$212K	Buy	+9,803	New	+$223K	0.02%	254

Other funds holding USAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Synergy Asset Management's USAR Position: Q2 2026 in Review

Synergy Asset Management opened a new position in USA Rare Earth Inc (USAR) in Q2 2026: 9,803 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings.

389 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

Synergy Asset Management held 9,803 shares of USA Rare Earth Inc worth $212K as of Q2 2026.
USA Rare Earth Inc was a new Synergy Asset Management position in Q2 2026.
USA Rare Earth Inc made up 0.02% of Synergy Asset Management's portfolio in Q2 2026, its #254 holding.
389 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.