Cypress Wealth Services
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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
Q3 		$37.5K Buy
22,039
+8,572
+64% +$18.4K ﹤0.01% 426
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 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
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cypress Wealth Services's AREC Position: Q3 2026 in Review

Cypress Wealth Services increased its American Resources Corp (AREC) stake by 64% in Q3 2026, buying an estimated $18.4K and bringing the position to 22,039 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Cypress Wealth Services first reported a position in AREC in Q1 2025 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold AREC as of Q3 2026.

  • Cypress Wealth Services held 22,039 shares of American Resources Corp worth $37.5K as of Q3 2026.
  • Cypress Wealth Services bought 8,572 American Resources Corp shares in Q3 2026, an estimated $18.4K.
  • American Resources Corp made up ﹤0.01% of Cypress Wealth Services's portfolio in Q3 2026, its #426 holding.
  • Cypress Wealth Services first reported a position in American Resources Corp in Q1 2025 and has held it in 7 quarters since.
  • 56 funds tracked by Wall St. Rank held American Resources Corp as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.