Blue Trust Inc’s Alliance Resource Partners ARLP Stock Holding History

Blue Trust Inc’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
2025 Q3	–	Sell	-876	Closed	-$22.9K	–	2575
2025 Q2	$22.9K	Sell	876 -91	-9%	-$2.39K	﹤0.01%	1645
2025 Q1	$26.4K	Buy	967 +25	+3%	+$668	﹤0.01%	1578
2024 Q4	$24.8K	Buy	942 +52	+6%	+$1.36K	﹤0.01%	1543
2024 Q3	$21.8K	Buy	890 +27	+3%	+$652	﹤0.01%	1910
2024 Q2	$17.3K	Hold	863	–	–	﹤0.01%	1722
2024 Q1	$17.3K	Sell	863 -2,137	-71%	-$43.5K	﹤0.01%	1283
2023 Q4	$68K	Hold	3,000	–	–	﹤0.01%	826
2023 Q3	$55K	Hold	3,000	–	–	﹤0.01%	814
2023 Q2	$61K	Hold	3,000	–	–	﹤0.01%	634
2023 Q1	$61K	Hold	3,000	–	–	﹤0.01%	948
2022 Q4	$69K	Hold	3,000	–	–	﹤0.01%	793
2022 Q3	$55K	Hold	3,000	–	–	﹤0.01%	715
2022 Q2	$46K	Buy	+3,000	New	+$54.3K	﹤0.01%	706

Other funds holding ARLP

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blue Trust Inc's ARLP Position: Q3 2025 in Review

Blue Trust Inc sold out of Alliance Resource Partners (ARLP) in Q3 2025, closing a stake of 876 shares — an estimated $22.9K sold.

Blue Trust Inc first reported a position in ARLP in Q2 2022 and held it in 13 quarters. The position peaked at $69K in Q4 2022. 164 funds tracked by Wall St. Rank hold ARLP as of Q3 2025.

Blue Trust Inc reported no remaining Alliance Resource Partners position as of Q3 2025 after selling out during the quarter.
Blue Trust Inc sold 876 Alliance Resource Partners shares in Q3 2025, an estimated $22.9K.
Blue Trust Inc first reported a position in Alliance Resource Partners in Q2 2022 and held it in 13 quarters.
Blue Trust Inc's Alliance Resource Partners position peaked at $69K in Q4 2022.
164 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.