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National Philanthropic Trust’s Alliance Resource Partners ARLP Stock Holding History

National Philanthropic 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
– – ﹤0.01% 369
2026
Q1 		$277K Hold
10,000
– – ﹤0.01% 319
2025
Q4 		$232K Buy
+10,000
New +$243K ﹤0.01% 352

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

National Philanthropic Trust's ARLP Position: Q2 2026 in Review

National Philanthropic Trust held its Alliance Resource Partners (ARLP) position steady in Q2 2026 at 10,000 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

National Philanthropic Trust first reported a position in ARLP in Q4 2025 and has held it in 3 quarters since. The position peaked at $277K in Q1 2026. 162 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

  • National Philanthropic Trust held 10,000 shares of Alliance Resource Partners worth $240K as of Q2 2026.
  • National Philanthropic Trust left its Alliance Resource Partners share count unchanged in Q2 2026.
  • Alliance Resource Partners made up ﹤0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #369 holding.
  • National Philanthropic Trust first reported a position in Alliance Resource Partners in Q4 2025 and has held it in 3 quarters since.
  • National Philanthropic Trust's Alliance Resource Partners position peaked at $277K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.