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ORBA Wealth Advisors’s Alliance Resource Partners ARLP Stock Holding History

ORBA Wealth Advisors’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 		– Sell
-12,696
Closed -$351K – 86
2026
Q1 		$351K Hold
12,696
– – 0.42% 55
2025
Q4 		$295K Hold
12,696
– – 0.26% 62
2025
Q3 		$321K Hold
12,696
– – 0.26% 65
2025
Q2 		$332K Buy
+12,696
New +$334K 0.3% 57

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

ORBA Wealth Advisors's ARLP Position: Q2 2026 in Review

ORBA Wealth Advisors sold out of Alliance Resource Partners (ARLP) in Q2 2026, closing a stake of 12,696 shares — an estimated $351K sold.

ORBA Wealth Advisors first reported a position in ARLP in Q2 2025 and held it in 4 quarters. The position peaked at $351K in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

  • ORBA Wealth Advisors reported no remaining Alliance Resource Partners position as of Q2 2026 after selling out during the quarter.
  • ORBA Wealth Advisors sold 12,696 Alliance Resource Partners shares in Q2 2026, an estimated $351K.
  • ORBA Wealth Advisors first reported a position in Alliance Resource Partners in Q2 2025 and held it in 4 quarters.
  • ORBA Wealth Advisors's Alliance Resource Partners position peaked at $351K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.