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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
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

Wealth Enhancement Advisory Services
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
TC
T3 Companies New York $93.7M AUM
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
SC
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

JFS Wealth Advisors's AREC Position: Q2 2026 in Review

JFS Wealth Advisors held its American Resources Corp (AREC) position steady in Q2 2026 at 5,000 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

JFS Wealth Advisors first reported a position in AREC in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.4K in Q4 2025. 16 funds tracked by Wall St. Rank hold AREC as of Q2 2026.

  • JFS Wealth Advisors held 5,000 shares of American Resources Corp worth $10.8K as of Q2 2026.
  • JFS Wealth Advisors left its American Resources Corp share count unchanged in Q2 2026.
  • American Resources Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #981 holding.
  • JFS Wealth Advisors first reported a position in American Resources Corp in Q4 2025 and has held it in 3 quarters since.
  • JFS Wealth Advisors's American Resources Corp position peaked at $12.4K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held American Resources Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.