TFA
USAR

Toth Financial Advisory’s USA Rare Earth Inc USAR Stock Holding History

Toth Financial 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
Q3 		– Sell
-260
Closed -$5.61K – 1116
2026
Q2 		$5.61K Buy
260
+60
+30% +$1.37K ﹤0.01% 641
2026
Q1 		$3.03K Buy
+200
New +$3.88K ﹤0.01% 685
2025
Q4 		– Sell
-100
Closed -$1.72K – 1001
2025
Q3 		$1.72K Buy
+100
New +$1.43K ﹤0.01% 703

Other funds holding USAR

OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
APU
Acasta Partners UK London $223M AUM 3.18% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Toth Financial Advisory's USAR Position: Q3 2026 in Review

Toth Financial Advisory sold out of USA Rare Earth Inc (USAR) in Q3 2026, closing a stake of 260 shares — an estimated $5.61K sold.

Toth Financial Advisory first reported a position in USAR in Q3 2025 and held it in 3 quarters. The position peaked at $5.61K in Q2 2026. 16 funds tracked by Wall St. Rank hold USAR as of Q3 2026.

  • Toth Financial Advisory reported no remaining USA Rare Earth Inc position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 260 USA Rare Earth Inc shares in Q3 2026, an estimated $5.61K.
  • Toth Financial Advisory first reported a position in USA Rare Earth Inc in Q3 2025 and held it in 3 quarters.
  • Toth Financial Advisory's USA Rare Earth Inc position peaked at $5.61K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.