Back to USAR
Kestra Advisory Services, LLC → USAR
Kestra Advisory Services, LLC USAR Position History
USA Rare Earth, Inc. • Mining
Quarters held
5
Latest value
$328K
Q3 2026
Peak value
$3.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q4 2025 | $455K |
| Q1 2026 | $333K |
| Q2 2026 | $399K |
| Q3 2026 | $328K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $328K | 23.3K | — | — |
| Q2 2026 | $399K | 18.5K | — | — |
| Q1 2026 | $333K | 22.0K | — | — |
| Q4 2025 | $455K | 38.2K | — | — |
| Q3 2025 | $3.6M | 208.3K | — | — |
Other funds holding USAR
$291.8M
$291.8M
$182.6M