Jones Financial Companies’s Alliance Resource Partners ARLP Stock Holding History

Jones Financial Companies’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	$289K	Buy	11,792 +2,007	+21%	+$51K	﹤0.01%	2428
2026 Q1	$284K	Buy	9,785 +2,610	+36%	+$67.6K	﹤0.01%	2267
2025 Q4	$167K	Buy	7,175 +2,720	+61%	+$66K	﹤0.01%	1989
2025 Q3	$109K	Sell	4,455 -8,115	-65%	-$203K	﹤0.01%	2051
2025 Q2	$321K	Buy	+12,570	New	+$330K	﹤0.01%	1460
2023 Q1	–	Sell	-200	Closed	-$4K	–	581
2022 Q4	$4K	Hold	200	–	–	﹤0.01%	556
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	471
2022 Q2	$4K	Buy	+200	New	+$3.62K	﹤0.01%	552

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

Jones Financial Companies's ARLP Position: Q2 2026 in Review

Jones Financial Companies increased its Alliance Resource Partners (ARLP) stake by 21% in Q2 2026, buying an estimated $51K and bringing the position to 11,792 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

Jones Financial Companies first reported a position in ARLP in Q2 2022 and has held it in 8 quarters since. The position peaked at $321K in Q2 2025. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Jones Financial Companies held 11,792 shares of Alliance Resource Partners worth $289K as of Q2 2026.
Jones Financial Companies bought 2,007 Alliance Resource Partners shares in Q2 2026, an estimated $51K.
Alliance Resource Partners made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2428 holding.
Jones Financial Companies first reported a position in Alliance Resource Partners in Q2 2022 and has held it in 8 quarters since.
Jones Financial Companies's Alliance Resource Partners position peaked at $321K in Q2 2025.
171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.