BCS Wealth Management’s Alliance Resource Partners ARLP Stock Holding History

BCS Wealth Management’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	$652K	Buy	27,193 +554	+2%	+$14.1K	0.12%	148
2026 Q1	$737K	Sell	26,639 -25,581	-49%	-$662K	0.15%	125
2025 Q4	$1.21M	Buy	52,220 +26,473	+103%	+$642K	0.12%	141
2025 Q3	$651K	Buy	25,747 +519	+2%	+$13K	0.15%	129
2025 Q2	$659K	Buy	25,228 +2,769	+12%	+$72.7K	0.14%	132
2025 Q1	$613K	Buy	22,459 +2,488	+12%	+$66.5K	0.16%	123
2024 Q4	$525K	Buy	19,971 +476	+2%	+$12.5K	0.13%	141
2024 Q3	$487K	Buy	19,495 +1,056	+6%	+$25.5K	0.21%	94
2024 Q2	$451K	Buy	18,439 +536	+3%	+$12.2K	0.22%	95
2024 Q1	$359K	Buy	17,903 +2,058	+13%	+$41.9K	0.12%	172
2023 Q4	$336K	Buy	+15,845	New	+$343K	0.12%	154

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 $397M AUM 34.86% 1-Year Est. Return

BCS Wealth Management's ARLP Position: Q2 2026 in Review

BCS Wealth Management increased its Alliance Resource Partners (ARLP) stake by 2.1% in Q2 2026, buying an estimated $14.1K and bringing the position to 27,193 shares worth $652K. The position accounts for 0.12% of the portfolio, ranked #148.

BCS Wealth Management first reported a position in ARLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q4 2025. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

BCS Wealth Management held 27,193 shares of Alliance Resource Partners worth $652K as of Q2 2026.
BCS Wealth Management bought 554 Alliance Resource Partners shares in Q2 2026, an estimated $14.1K.
Alliance Resource Partners made up 0.12% of BCS Wealth Management's portfolio in Q2 2026, its #148 holding.
BCS Wealth Management first reported a position in Alliance Resource Partners in Q4 2023 and has held it in 11 quarters since.
BCS Wealth Management's Alliance Resource Partners position peaked at $1.21M in Q4 2025.
171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.