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Legacy Financial Group (Oklahoma)’s Alliance Resource Partners ARLP Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$254K Hold
10,595
– – 0.06% 84
2026
Q1 		$293K Buy
+10,595
New +$274K 0.08% 68
2024
Q3 		– Sell
-9,223
Closed -$226K – 80
2024
Q2 		$226K Buy
+9,223
New +$209K 0.09% 65

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

Legacy Financial Group (Oklahoma)'s ARLP Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) held its Alliance Resource Partners (ARLP) position steady in Q2 2026 at 10,595 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #84.

Legacy Financial Group (Oklahoma) first reported a position in ARLP in Q2 2024 and has held it in 3 quarters since. The position peaked at $293K in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 10,595 shares of Alliance Resource Partners worth $254K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) left its Alliance Resource Partners share count unchanged in Q2 2026.
  • Alliance Resource Partners made up 0.06% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #84 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Alliance Resource Partners in Q2 2024 and has held it in 3 quarters since.
  • Legacy Financial Group (Oklahoma)'s Alliance Resource Partners position peaked at $293K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.