PFS Partners’s Alliance Resource Partners ARLP Stock Holding History

PFS Partners’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 Q3	$125K	Buy	5,155 +117	+2%	+$2.98K	0.05%	128
2026 Q2	$121K	Buy	5,038 +117	+2%	+$2.97K	0.05%	129
2026 Q1	$136K	Buy	4,921 +113	+2%	+$2.92K	0.06%	107
2025 Q4	$112K	Buy	4,808 +112	+2%	+$2.72K	0.05%	116
2025 Q3	$119K	Buy	4,696 +110	+2%	+$2.75K	0.06%	103
2025 Q2	$120K	Buy	4,586 +118	+3%	+$3.1K	0.06%	98
2025 Q1	$122K	Buy	4,468 +115	+3%	+$3.07K	0.06%	90
2024 Q4	$114K	Buy	4,353 +114	+3%	+$2.98K	0.06%	97
2024 Q3	$106K	Buy	4,239 +125	+3%	+$3.02K	0.06%	94
2024 Q2	$101K	Buy	4,114 +124	+3%	+$2.81K	0.06%	90
2024 Q1	$80K	Buy	3,990 +135	+4%	+$2.75K	0.05%	96
2023 Q4	$81.6K	Buy	3,855 +120	+3%	+$2.6K	0.06%	101
2023 Q3	$84.1K	Buy	3,735 +127	+4%	+$2.53K	0.07%	77
2023 Q2	$66.7K	Buy	3,608 +132	+4%	+$2.53K	0.06%	90
2023 Q1	$70.1K	Buy	3,476 +111	+3%	+$2.27K	0.07%	78
2022 Q4	$68.4K	Buy	3,365 +75	+2%	+$1.7K	0.07%	73
2022 Q3	$75.3K	Buy	3,290 +59	+2%	+$1.35K	0.08%	66
2022 Q2	$58.9K	Buy	3,231 +60	+2%	+$1.09K	0.06%	79
2022 Q1	$48.9K	Buy	3,171 +57	+2%	+$806	0.04%	93
2021 Q4	$39.4K	Buy	+3,114	New	+$35.1K	0.03%	111

Other funds holding ARLP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

PFS Partners's ARLP Position: Q3 2026 in Review

PFS Partners increased its Alliance Resource Partners (ARLP) stake by 2.3% in Q3 2026, buying an estimated $2.98K and bringing the position to 5,155 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #128.

PFS Partners first reported a position in ARLP in Q4 2021 and has held it in 20 quarters since. The position peaked at $136K in Q1 2026. 25 funds tracked by Wall St. Rank hold ARLP as of Q3 2026.

PFS Partners held 5,155 shares of Alliance Resource Partners worth $125K as of Q3 2026.
PFS Partners bought 117 Alliance Resource Partners shares in Q3 2026, an estimated $2.98K.
Alliance Resource Partners made up 0.05% of PFS Partners's portfolio in Q3 2026, its #128 holding.
PFS Partners first reported a position in Alliance Resource Partners in Q4 2021 and has held it in 20 quarters since.
PFS Partners's Alliance Resource Partners position peaked at $136K in Q1 2026.
25 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.