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 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

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

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

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

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

Physician Wealth Advisors held its American Resources Corp (AREC) position steady in Q2 2026 at 2,529 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Physician Wealth Advisors first reported a position in AREC in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.83K in Q3 2025. 16 funds tracked by Wall St. Rank hold AREC as of Q2 2026.

Physician Wealth Advisors held 2,529 shares of American Resources Corp worth $5.44K as of Q2 2026.
Physician Wealth Advisors left its American Resources Corp share count unchanged in Q2 2026.
American Resources Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1056 holding.
Physician Wealth Advisors first reported a position in American Resources Corp in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's American Resources Corp position peaked at $6.83K in Q3 2025.
16 funds tracked by Wall St. Rank held American Resources Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.