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Williams Jones Wealth Management’s REX American Resources REX Stock Holding History

Williams Jones Wealth Management’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$271K Hold
6,000
– – ﹤0.01% 464
2026
Q1 		$273K Buy
+6,000
New +$217K ﹤0.01% 436

Other funds holding REX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Williams Jones Wealth Management's REX Position: Q2 2026 in Review

Williams Jones Wealth Management held its REX American Resources (REX) position steady in Q2 2026 at 6,000 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Williams Jones Wealth Management first reported a position in REX in Q1 2026 and has held it in 2 quarters since. The position peaked at $273K in Q1 2026. 230 funds tracked by Wall St. Rank hold REX as of Q2 2026.

  • Williams Jones Wealth Management held 6,000 shares of REX American Resources worth $271K as of Q2 2026.
  • Williams Jones Wealth Management left its REX American Resources share count unchanged in Q2 2026.
  • REX American Resources made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #464 holding.
  • Williams Jones Wealth Management first reported a position in REX American Resources in Q1 2026 and has held it in 2 quarters since.
  • Williams Jones Wealth Management's REX American Resources position peaked at $273K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held REX American Resources as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.