JFS Wealth Advisors
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JFS Wealth Advisors’s American Resources Corp AREC Stock Holding History

JFS Wealth 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
2026
Q3 		$8.95K Hold
5,000
– – ﹤0.01% 1025
2026
Q2 		$10.8K Hold
5,000
– – ﹤0.01% 981
2026
Q1 		$12.1K Hold
5,000
– – ﹤0.01% 875
2025
Q4 		$12.4K Buy
+5,000
New +$16.7K ﹤0.01% 907

Other funds holding AREC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JFS Wealth Advisors's AREC Position: Q3 2026 in Review

JFS Wealth Advisors held its American Resources Corp (AREC) position steady in Q3 2026 at 5,000 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

JFS Wealth Advisors first reported a position in AREC in Q4 2025 and has held it in 4 quarters since. The position peaked at $12.4K in Q4 2025. 36 funds tracked by Wall St. Rank hold AREC as of Q3 2026.

  • JFS Wealth Advisors held 5,000 shares of American Resources Corp worth $8.95K as of Q3 2026.
  • JFS Wealth Advisors left its American Resources Corp share count unchanged in Q3 2026.
  • American Resources Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1025 holding.
  • JFS Wealth Advisors first reported a position in American Resources Corp in Q4 2025 and has held it in 4 quarters since.
  • JFS Wealth Advisors's American Resources Corp position peaked at $12.4K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held American Resources Corp as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.