CAPTRUST Financial Advisors
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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 		$2.4K Buy
+100
New +$2.54K ﹤0.01% 3265

Other funds holding ARLP

Morgan Stanley
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
MG
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
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
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
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.