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

Physician 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	$4.53K	Hold	2,529	–	–	﹤0.01%	1189
2026 Q2	$5.44K	Hold	2,529	–	–	﹤0.01%	1056
2026 Q1	$6.12K	Hold	2,529	–	–	﹤0.01%	940
2025 Q4	$6.27K	Hold	2,529	–	–	﹤0.01%	904
2025 Q3	$6.83K	Hold	2,529	–	–	﹤0.01%	851
2025 Q2	$2.1K	Buy	+2,529	New	+$2.02K	﹤0.01%	1031

Other funds holding AREC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Physician Wealth Advisors held its American Resources Corp (AREC) position steady in Q3 2026 at 2,529 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Physician Wealth Advisors first reported a position in AREC in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.83K in Q3 2025. 45 funds tracked by Wall St. Rank hold AREC as of Q3 2026.

Physician Wealth Advisors held 2,529 shares of American Resources Corp worth $4.53K as of Q3 2026.
Physician Wealth Advisors left its American Resources Corp share count unchanged in Q3 2026.
American Resources Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1189 holding.
Physician Wealth Advisors first reported a position in American Resources Corp in Q2 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's American Resources Corp position peaked at $6.83K in Q3 2025.
45 funds tracked by Wall St. Rank held American Resources Corp as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.