Cypress Wealth Services’s American Resources Corp AREC Stock Holding History

Cypress Wealth 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	$29K	Hold	13,467	–	–	﹤0.01%	429
2026 Q1	$32.6K	Hold	13,467	–	–	﹤0.01%	394
2025 Q4	$33.4K	Hold	13,467	–	–	﹤0.01%	386
2025 Q3	$36.4K	Hold	13,467	–	–	0.01%	345
2025 Q2	$11.2K	Hold	13,467	–	–	﹤0.01%	318
2025 Q1	$6.29K	Buy	+13,467	New	+$8.3K	﹤0.01%	284

Other funds holding AREC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

T3 Companies New York $93.7M AUM

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cypress Wealth Services's AREC Position: Q2 2026 in Review

Cypress Wealth Services held its American Resources Corp (AREC) position steady in Q2 2026 at 13,467 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Cypress Wealth Services first reported a position in AREC in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.4K in Q3 2025. 16 funds tracked by Wall St. Rank hold AREC as of Q2 2026.

Cypress Wealth Services held 13,467 shares of American Resources Corp worth $29K as of Q2 2026.
Cypress Wealth Services left its American Resources Corp share count unchanged in Q2 2026.
American Resources Corp made up ﹤0.01% of Cypress Wealth Services's portfolio in Q2 2026, its #429 holding.
Cypress Wealth Services first reported a position in American Resources Corp in Q1 2025 and has held it in 6 quarters since.
Cypress Wealth Services's American Resources Corp position peaked at $36.4K in Q3 2025.
16 funds tracked by Wall St. Rank held American Resources Corp as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.