Focus Partners Wealth
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Focus Partners Wealth’s Alliance Resource Partners ARLP Stock Holding History

Focus Partners Wealth’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 		$427K Sell
17,814
-642
-3% -$16.3K ﹤0.01% 2052
2026
Q1 		$510K Buy
18,456
+9,261
+101% +$240K ﹤0.01% 1921
2025
Q4 		$231K Hold
9,195
– – ﹤0.01% 2372
2025
Q3 		$232K Buy
9,195
+73
+0.8% +$1.83K ﹤0.01% 1979
2025
Q2 		$238K Hold
9,122
– – ﹤0.01% 1787
2025
Q1 		$249K Sell
9,122
-265
-3% -$7.08K ﹤0.01% 1661
2024
Q4 		$247K Buy
9,387
+1,387
+17% +$36.3K ﹤0.01% 1640
2024
Q3 		$200K Buy
+8,000
New +$193K ﹤0.01% 1464

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

Focus Partners Wealth's ARLP Position: Q2 2026 in Review

Focus Partners Wealth reduced its Alliance Resource Partners (ARLP) stake by 3.5% in Q2 2026, selling an estimated $16.3K and leaving 17,814 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Focus Partners Wealth first reported a position in ARLP in Q3 2024 and has held it in 8 quarters since. The position peaked at $510K in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

  • Focus Partners Wealth held 17,814 shares of Alliance Resource Partners worth $427K as of Q2 2026.
  • Focus Partners Wealth sold 642 Alliance Resource Partners shares in Q2 2026, an estimated $16.3K.
  • Alliance Resource Partners made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2052 holding.
  • Focus Partners Wealth first reported a position in Alliance Resource Partners in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Alliance Resource Partners position peaked at $510K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.