Concurrent Investment Advisors’s Alliance Resource Partners ARLP Stock Holding History

Concurrent Investment 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	$1.03M	Sell	43,090 -10,003	-19%	-$254K	0.01%	993
2026 Q1	$1.47M	Buy	53,093 +16,765	+46%	+$434K	0.02%	723
2025 Q4	$844K	Buy	36,328 +1,798	+5%	+$43.6K	0.01%	910
2025 Q3	$873K	Buy	34,530 +4,054	+13%	+$101K	0.02%	696
2025 Q2	$797K	Buy	30,476 +501	+2%	+$13.2K	0.02%	674
2025 Q1	$818K	Buy	29,975 +3,265	+12%	+$87.2K	0.02%	605
2024 Q4	$702K	Buy	26,710 +5,969	+29%	+$156K	0.02%	578
2024 Q3	$519K	Buy	20,741 +6,871	+50%	+$166K	0.02%	609
2024 Q2	$339K	Buy	+13,870	New	+$314K	0.01%	700

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 $384M AUM 29.24% 1-Year Est. Return

Concurrent Investment Advisors's ARLP Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Alliance Resource Partners (ARLP) stake by 19% in Q2 2026, selling an estimated $254K and leaving 43,090 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #993.

Concurrent Investment Advisors first reported a position in ARLP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Concurrent Investment Advisors held 43,090 shares of Alliance Resource Partners worth $1.03M as of Q2 2026.
Concurrent Investment Advisors sold 10,003 Alliance Resource Partners shares in Q2 2026, an estimated $254K.
Alliance Resource Partners made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #993 holding.
Concurrent Investment Advisors first reported a position in Alliance Resource Partners in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Alliance Resource Partners position peaked at $1.47M in Q1 2026.
171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.