Allworth Financial’s Alliance Resource Partners ARLP Stock Holding History

Allworth Financial’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48K	Buy	+2,000	New	+$50.8K	﹤0.01%	2526
2025 Q4	–	Sell	-448	Closed	-$11.3K	–	5025
2025 Q3	$11.3K	Buy	+448	New	+$11.2K	﹤0.01%	3069
2025 Q1	–	Sell	-1,086	Closed	-$30.2K	–	4060
2024 Q4	$30.2K	Sell	1,086 -2,000	-65%	-$52.3K	﹤0.01%	1840
2024 Q3	$77.2K	Hold	3,086	–	–	﹤0.01%	1200
2024 Q2	$78.7K	Hold	3,086	–	–	﹤0.01%	1170
2024 Q1	$61.9K	Hold	3,086	–	–	﹤0.01%	1217
2023 Q4	$65.4K	Hold	3,086	–	–	﹤0.01%	1091
2023 Q3	$69.5K	Hold	3,086	–	–	﹤0.01%	1008
2023 Q2	$57.1K	Buy	+3,086	New	+$59.2K	﹤0.01%	1084

Other funds holding ARLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Allworth Financial's ARLP Position: Q2 2026 in Review

Allworth Financial opened a new position in Alliance Resource Partners (ARLP) in Q2 2026: 2,000 shares worth $48K. The stake represents ﹤0.01% of the portfolio and ranks #2526 among its holdings. This is a return to the name: Allworth Financial previously reported a position in ARLP as recently as Q3 2025.

Allworth Financial first reported a position in ARLP in Q2 2023 and has held it in 9 quarters since. The position peaked at $78.7K in Q2 2024. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Allworth Financial held 2,000 shares of Alliance Resource Partners worth $48K as of Q2 2026.
Alliance Resource Partners was a new Allworth Financial position in Q2 2026.
Alliance Resource Partners made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2526 holding.
Allworth Financial first reported a position in Alliance Resource Partners in Q2 2023 and has held it in 9 quarters since.
Allworth Financial's Alliance Resource Partners position peaked at $78.7K in Q2 2024.
171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.