CAPTRUST Financial Advisors’s Alliance Resource Partners ARLP Stock Holding History

CAPTRUST Financial Advisors’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	$502K	Buy	20,923 +8,343	+66%	+$212K	﹤0.01%	2180
2026 Q1	$348K	Sell	12,580 -9,608	-43%	-$249K	﹤0.01%	2290
2025 Q4	$515K	Buy	+22,188	New	+$538K	﹤0.01%	1884
2022 Q3	–	Sell	-552	Closed	-$10K	–	2184
2022 Q2	$10K	Buy	552 +10	+2%	+$181	﹤0.01%	3733
2022 Q1	$8K	Buy	+542	New	+$7.66K	﹤0.01%	3890
2020 Q3	–	Sell	-667	Closed	-$2K	–	3044
2020 Q2	$2K	Buy	+667	New	+$2.29K	﹤0.01%	2577
2019 Q4	–	Sell	-800	Closed	-$13K	–	1050
2019 Q3	$13K	Hold	800	–	–	﹤0.01%	1413
2019 Q2	$14K	Hold	800	–	–	﹤0.01%	1387
2019 Q1	$16K	Hold	800	–	–	﹤0.01%	1237
2018 Q4	$14K	Hold	800	–	–	﹤0.01%	1123
2018 Q3	$16K	Hold	800	–	–	﹤0.01%	1079
2018 Q2	$15K	Hold	800	–	–	﹤0.01%	1040
2018 Q1	$14K	Hold	800	–	–	﹤0.01%	932
2017 Q4	$16K	Hold	800	–	–	﹤0.01%	854
2017 Q3	$15K	Buy	+800	New	+$15.3K	﹤0.01%	399

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

CAPTRUST Financial Advisors's ARLP Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Alliance Resource Partners (ARLP) stake by 66% in Q2 2026, buying an estimated $212K and bringing the position to 20,923 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

CAPTRUST Financial Advisors first reported a position in ARLP in Q3 2017 and has held it in 15 quarters since. The position peaked at $515K in Q4 2025. 172 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

CAPTRUST Financial Advisors held 20,923 shares of Alliance Resource Partners worth $502K as of Q2 2026.
CAPTRUST Financial Advisors bought 8,343 Alliance Resource Partners shares in Q2 2026, an estimated $212K.
Alliance Resource Partners made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2180 holding.
CAPTRUST Financial Advisors first reported a position in Alliance Resource Partners in Q3 2017 and has held it in 15 quarters since.
CAPTRUST Financial Advisors's Alliance Resource Partners position peaked at $515K in Q4 2025.
172 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.