PSI
USAR

Planning Strategies Inc.’s USA Rare Earth Inc USAR Stock Holding History

Planning Strategies Inc.’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 		$117K Buy
+5,400
New +$123K 0.07% 94

Other funds holding USAR

BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Planning Strategies Inc.'s USAR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in USA Rare Earth Inc (USAR) in Q2 2026: 5,400 shares worth $117K. The stake represents 0.07% of the portfolio and ranks #94 among its holdings.

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

  • Planning Strategies Inc. held 5,400 shares of USA Rare Earth Inc worth $117K as of Q2 2026.
  • USA Rare Earth Inc was a new Planning Strategies Inc. position in Q2 2026.
  • USA Rare Earth Inc made up 0.07% of Planning Strategies Inc.'s portfolio in Q2 2026, its #94 holding.
  • 108 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.