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Beacon Investment Advisory Services’s American Resources Corp AREC Stock Holding History

Beacon Investment Advisory Services’s Portfolio AREC Stock Details AREC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.3K Hold
15,000
– – ﹤0.01% 486
2026
Q1 		$36.3K Hold
15,000
– – ﹤0.01% 478
2025
Q4 		$37.2K Buy
+15,000
New +$50K ﹤0.01% 262

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TIM
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RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Beacon Investment Advisory Services's AREC Position: Q2 2026 in Review

Beacon Investment Advisory Services held its American Resources Corp (AREC) position steady in Q2 2026 at 15,000 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Beacon Investment Advisory Services first reported a position in AREC in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.2K in Q4 2025. 10 funds tracked by Wall St. Rank hold AREC as of Q2 2026.

  • Beacon Investment Advisory Services held 15,000 shares of American Resources Corp worth $32.3K as of Q2 2026.
  • Beacon Investment Advisory Services left its American Resources Corp share count unchanged in Q2 2026.
  • American Resources Corp made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #486 holding.
  • Beacon Investment Advisory Services first reported a position in American Resources Corp in Q4 2025 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's American Resources Corp position peaked at $37.2K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held American Resources Corp as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.