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Halbert Hargrove Global Advisors’s Alliance Resource Partners ARLP Stock Holding History

Halbert Hargrove Global 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 		– Sell
-2,100
Closed -$58.1K – 736
2026
Q1 		$58.1K Buy
2,100
+100
+5% +$2.59K ﹤0.01% 178
2025
Q4 		$46.5K Hold
2,000
– – ﹤0.01% 196
2025
Q3 		$50.6K Buy
+2,000
New +$50K ﹤0.01% 179

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

Halbert Hargrove Global Advisors's ARLP Position: Q2 2026 in Review

Halbert Hargrove Global Advisors sold out of Alliance Resource Partners (ARLP) in Q2 2026, closing a stake of 2,100 shares — an estimated $58.1K sold.

Halbert Hargrove Global Advisors first reported a position in ARLP in Q3 2025 and held it in 3 quarters. The position peaked at $58.1K in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

  • Halbert Hargrove Global Advisors reported no remaining Alliance Resource Partners position as of Q2 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2,100 Alliance Resource Partners shares in Q2 2026, an estimated $58.1K.
  • Halbert Hargrove Global Advisors first reported a position in Alliance Resource Partners in Q3 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Alliance Resource Partners position peaked at $58.1K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.