J.W. Cole Advisors’s American Resources Corp AREC Stock Holding History

J.W. Cole Advisors’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
2025 Q4	–	Sell	-12,000	Closed	-$32.4K	–	1464
2025 Q3	$32.4K	Hold	12,000	–	–	﹤0.01%	1528
2025 Q2	$9.94K	Buy	12,000 +2,000	+20%	+$1.6K	﹤0.01%	1457
2025 Q1	$4.67K	Buy	+10,000	New	+$6.16K	﹤0.01%	1253

Other funds holding AREC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

J.W. Cole Advisors's AREC Position: Q4 2025 in Review

J.W. Cole Advisors sold out of American Resources Corp (AREC) in Q4 2025, closing a stake of 12,000 shares — an estimated $32.4K sold.

J.W. Cole Advisors first reported a position in AREC in Q1 2025 and held it in 3 quarters. The position peaked at $32.4K in Q3 2025. 82 funds tracked by Wall St. Rank hold AREC as of Q4 2025.

J.W. Cole Advisors reported no remaining American Resources Corp position as of Q4 2025 after selling out during the quarter.
J.W. Cole Advisors sold 12,000 American Resources Corp shares in Q4 2025, an estimated $32.4K.
J.W. Cole Advisors first reported a position in American Resources Corp in Q1 2025 and held it in 3 quarters.
J.W. Cole Advisors's American Resources Corp position peaked at $32.4K in Q3 2025.
82 funds tracked by Wall St. Rank held American Resources Corp as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.