Creative Planning
AREC icon

Creative Planning’s American Resources Corp AREC Stock Holding History

Creative Planning’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
Q3 		$58.9K Buy
32,903
+3,135
+11% +$6.72K ﹤0.01% 4183
2026
Q2 		$64K Buy
29,768
+3,077
+12% +$6.88K ﹤0.01% 4090
2026
Q1 		$64.6K Sell
26,691
-4,000
-13% -$12.7K ﹤0.01% 3963
2025
Q4 		$76.1K Sell
30,691
-1,021
-3% -$3.4K ﹤0.01% 3749
2025
Q3 		$85.6K Sell
31,712
-6,180
-16% -$10.6K ﹤0.01% 3697
2025
Q2 		$31.4K Buy
37,892
+15,000
+66% +$12K ﹤0.01% 3563
2025
Q1 		$10.7K Buy
22,892
+4,873
+27% +$3K ﹤0.01% 3423
2024
Q4 		$18.2K Buy
+18,019
New +$19.5K ﹤0.01% 3350
2023
Q3 		– Sell
-11,500
Closed -$22.5K – 2917
2023
Q2 		$22.5K Hold
11,500
– – ﹤0.01% 2500
2023
Q1 		$17.2K Buy
+11,500
New +$17.2K ﹤0.01% 2417

Other funds holding AREC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning's AREC Position: Q3 2026 in Review

Creative Planning increased its American Resources Corp (AREC) stake by 11% in Q3 2026, buying an estimated $6.72K and bringing the position to 32,903 shares worth $58.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4183.

Creative Planning first reported a position in AREC in Q1 2023 and has held it in 10 quarters since. The position peaked at $85.6K in Q3 2025. 45 funds tracked by Wall St. Rank hold AREC as of Q3 2026.

  • Creative Planning held 32,903 shares of American Resources Corp worth $58.9K as of Q3 2026.
  • Creative Planning bought 3,135 American Resources Corp shares in Q3 2026, an estimated $6.72K.
  • American Resources Corp made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4183 holding.
  • Creative Planning first reported a position in American Resources Corp in Q1 2023 and has held it in 10 quarters since.
  • Creative Planning's American Resources Corp position peaked at $85.6K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held American Resources Corp as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.