LFGO
ARLP icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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: Q1 2026 in Review

Legacy Financial Group (Oklahoma) opened a new position in Alliance Resource Partners (ARLP) in Q1 2026: 10,595 shares worth $293K. The stake represents 0.08% of the portfolio and ranks #68 among its holdings. This is a return to the name: Legacy Financial Group (Oklahoma) previously reported a position in ARLP as recently as Q2 2024.

Legacy Financial Group (Oklahoma) first reported a position in ARLP in Q2 2024 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold ARLP as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 10,595 shares of Alliance Resource Partners worth $293K as of Q1 2026.
  • Alliance Resource Partners was a new Legacy Financial Group (Oklahoma) position in Q1 2026.
  • Alliance Resource Partners made up 0.08% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #68 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Alliance Resource Partners in Q2 2024 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.