Financial Strategies Group’s Alpha Metallurgical Resources AMR Stock Holding History

Financial Strategies Group’s Portfolio AMR Stock Details AMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23M	Buy	8,647 +2,754	+47%	+$525K	0.2%	51
2026 Q1	$1.15M	Sell	5,893 -229	-4%	-$46.4K	0.19%	49
2025 Q4	$1.3M	Sell	6,122 -470	-7%	-$81.2K	0.23%	47
2025 Q3	$1.2M	Sell	6,592 -1,700	-21%	-$236K	0.23%	47
2025 Q2	$1.02M	Buy	8,292 +2,014	+32%	+$235K	0.21%	46
2025 Q1	$741K	Buy	6,278 +3,021	+93%	+$492K	0.18%	48
2024 Q4	$575K	Buy	3,257 +664	+26%	+$149K	0.14%	55
2024 Q3	$580K	Buy	2,593 +1,626	+168%	+$415K	0.14%	50
2024 Q2	$295K	Buy	+967	New	+$299K	0.07%	79

Other funds holding AMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Financial Strategies Group's AMR Position: Q2 2026 in Review

Financial Strategies Group increased its Alpha Metallurgical Resources (AMR) stake by 47% in Q2 2026, buying an estimated $525K and bringing the position to 8,647 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #51.

Financial Strategies Group first reported a position in AMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2025. 254 funds tracked by Wall St. Rank hold AMR as of Q2 2026.

Financial Strategies Group held 8,647 shares of Alpha Metallurgical Resources worth $1.23M as of Q2 2026.
Financial Strategies Group bought 2,754 Alpha Metallurgical Resources shares in Q2 2026, an estimated $525K.
Alpha Metallurgical Resources made up 0.2% of Financial Strategies Group's portfolio in Q2 2026, its #51 holding.
Financial Strategies Group first reported a position in Alpha Metallurgical Resources in Q2 2024 and has held it in 9 quarters since.
Financial Strategies Group's Alpha Metallurgical Resources position peaked at $1.3M in Q4 2025.
254 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.