Creative Planning
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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
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 		$17.3K Buy
+11,500
New +$17.2K ﹤0.01% 2417

Other funds holding AREC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's AREC Position: Q2 2026 in Review

Creative Planning increased its American Resources Corp (AREC) stake by 12% in Q2 2026, buying an estimated $6.88K and bringing the position to 29,768 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #4090.

Creative Planning first reported a position in AREC in Q1 2023 and has held it in 9 quarters since. The position peaked at $85.6K in Q3 2025. 98 funds tracked by Wall St. Rank hold AREC as of Q2 2026.

  • Creative Planning held 29,768 shares of American Resources Corp worth $64K as of Q2 2026.
  • Creative Planning bought 3,077 American Resources Corp shares in Q2 2026, an estimated $6.88K.
  • American Resources Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4090 holding.
  • Creative Planning first reported a position in American Resources Corp in Q1 2023 and has held it in 9 quarters since.
  • Creative Planning's American Resources Corp position peaked at $85.6K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held American Resources Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.