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
Q3 		– Sell
-100
Closed -$2.4K – 3413
2026
Q2 		$2.4K Buy
+100
New +$2.54K ﹤0.01% 3265

Other funds holding ARLP

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Atlanta Consulting Group Advisors
Atlanta Consulting Group Advisors Atlanta, Georgia $619M AUM 15.15% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $306M AUM 11.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Fairbanks Capital Management
Fairbanks Capital Management Rancho Santa Fe, California $166M AUM 7.6% 1-Year Est. Return

CAPTRUST Financial Advisors's ARLP Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Alliance Resource Partners (ARLP) stake by 0.21% in Q3 2026, buying an estimated $1.09K and bringing the position to 20,966 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

CAPTRUST Financial Advisors first reported a position in ARLP in Q3 2017 and has held it in 16 quarters since. The position peaked at $515K in Q4 2025. 147 funds tracked by Wall St. Rank hold ARLP as of Q3 2026.

  • CAPTRUST Financial Advisors held 20,966 shares of Alliance Resource Partners worth $509K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 43 Alliance Resource Partners shares in Q3 2026, an estimated $1.09K.
  • Alliance Resource Partners made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2214 holding.
  • CAPTRUST Financial Advisors first reported a position in Alliance Resource Partners in Q3 2017 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's Alliance Resource Partners position peaked at $515K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.