NFA
AREC icon

Northwest Financial Advisors’s American Resources Corp AREC Stock Holding History

Northwest Financial 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
-10,000
Closed -$27K – 68
2025
Q3 		$27K Buy
+10,000
New +$17.1K 0.03% 99

Other funds holding AREC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwest Financial Advisors's AREC Position: Q4 2025 in Review

Northwest Financial Advisors sold out of American Resources Corp (AREC) in Q4 2025, closing a stake of 10,000 shares — an estimated $27K sold.

Northwest Financial Advisors first reported a position in AREC in Q3 2025 and held it in 1 quarter. The position peaked at $27K in Q3 2025. 82 funds tracked by Wall St. Rank hold AREC as of Q4 2025.

  • Northwest Financial Advisors reported no remaining American Resources Corp position as of Q4 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 10,000 American Resources Corp shares in Q4 2025, an estimated $27K.
  • Northwest Financial Advisors first reported a position in American Resources Corp in Q3 2025 and held it in 1 quarter.
  • Northwest Financial Advisors's American Resources Corp position peaked at $27K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held American Resources Corp as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.