Heritage Trust’s Alliance Resource Partners ARLP Stock Holding History

Heritage Trust’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	$240K	Hold	10,000	–	–	0.02%	297
2026 Q1	$277K	Buy	+10,000	New	+$259K	0.03%	282
2019 Q1	–	Sell	-1,000	Closed	-$17K	–	193
2018 Q4	$17K	Sell	1,000 -1,921	-66%	-$37.4K	0.01%	262
2018 Q3	$60K	Hold	2,921	–	–	0.02%	199
2018 Q2	$54K	Buy	2,921 +1,921	+192%	+$34.6K	0.02%	197
2018 Q1	$18K	Hold	1,000	–	–	0.01%	255
2017 Q4	$20K	Hold	1,000	–	–	0.01%	237
2017 Q3	$19K	Hold	1,000	–	–	0.01%	244
2017 Q2	$19K	Hold	1,000	–	–	0.01%	226
2017 Q1	$22K	Buy	+1,000	New	+$22.8K	0.01%	226

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

Heritage Trust's ARLP Position: Q2 2026 in Review

Heritage Trust held its Alliance Resource Partners (ARLP) position steady in Q2 2026 at 10,000 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #297.

Heritage Trust first reported a position in ARLP in Q1 2017 and has held it in 10 quarters since. The position peaked at $277K in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Heritage Trust held 10,000 shares of Alliance Resource Partners worth $240K as of Q2 2026.
Heritage Trust left its Alliance Resource Partners share count unchanged in Q2 2026.
Alliance Resource Partners made up 0.02% of Heritage Trust's portfolio in Q2 2026, its #297 holding.
Heritage Trust first reported a position in Alliance Resource Partners in Q1 2017 and has held it in 10 quarters since.
Heritage Trust's Alliance Resource Partners position peaked at $277K in Q1 2026.
171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.