Planning Center Inc’s American Resources Corp AREC Stock Holding History

Planning Center Inc’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	$170K	Buy	+78,948	New	+$176K	0.02%	83

Other funds holding AREC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

Planning Center Inc's AREC Position: Q2 2026 in Review

Planning Center Inc opened a new position in American Resources Corp (AREC) in Q2 2026: 78,948 shares worth $170K. The stake represents 0.02% of the portfolio and ranks #83 among its holdings.

20 funds tracked by Wall St. Rank hold AREC as of Q2 2026.

Planning Center Inc held 78,948 shares of American Resources Corp worth $170K as of Q2 2026.
American Resources Corp was a new Planning Center Inc position in Q2 2026.
American Resources Corp made up 0.02% of Planning Center Inc's portfolio in Q2 2026, its #83 holding.
20 funds tracked by Wall St. Rank held American Resources Corp as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.