EverSource Wealth Advisors’s Alliance Resource Partners ARLP Stock Holding History

EverSource Wealth 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	$24.6K	Buy	1,026 +24	+2%	+$610	﹤0.01%	2280
2026 Q1	$27.7K	Buy	1,002 +23	+2%	+$595	﹤0.01%	2285
2025 Q4	$22.7K	Buy	979 +23	+2%	+$558	﹤0.01%	2301
2025 Q3	$24.2K	Buy	956 +22	+2%	+$550	﹤0.01%	2229
2025 Q2	$24.4K	Buy	934 +24	+3%	+$630	﹤0.01%	2144
2025 Q1	$24.8K	Buy	910 +24	+3%	+$641	﹤0.01%	1579
2024 Q4	$23.3K	Buy	886 +23	+3%	+$602	﹤0.01%	1536
2024 Q3	$21.6K	Buy	863 +25	+3%	+$604	﹤0.01%	1449
2024 Q2	$20.8K	Buy	838 +25	+3%	+$567	﹤0.01%	1491
2024 Q1	$18.2K	Buy	813 +28	+4%	+$570	﹤0.01%	1407
2023 Q4	$16.6K	Hold	785	–	–	﹤0.01%	1322
2023 Q3	$17.7K	Hold	785	–	–	﹤0.01%	1171
2023 Q2	$14.5K	Buy	+785	New	+$15.1K	﹤0.01%	1280

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

EverSource Wealth Advisors's ARLP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Alliance Resource Partners (ARLP) stake by 2.4% in Q2 2026, buying an estimated $610 and bringing the position to 1,026 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

EverSource Wealth Advisors first reported a position in ARLP in Q2 2023 and has held it in 13 quarters since. The position peaked at $27.7K in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

EverSource Wealth Advisors held 1,026 shares of Alliance Resource Partners worth $24.6K as of Q2 2026.
EverSource Wealth Advisors bought 24 Alliance Resource Partners shares in Q2 2026, an estimated $610.
Alliance Resource Partners made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2280 holding.
EverSource Wealth Advisors first reported a position in Alliance Resource Partners in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Alliance Resource Partners position peaked at $27.7K in Q1 2026.
171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.