Raymond James Financial
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Raymond James Financial’s Alliance Resource Partners ARLP Stock Holding History

Raymond James Financial’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 		$13.6M Buy
491,064
+14,199
+3% +$368K ﹤0.01% 1769
2025
Q4 		$11.1M Buy
476,865
+17,400
+4% +$422K ﹤0.01% 1878
2025
Q3 		$11.6M Sell
459,465
-2,777
-0.6% -$69.5K ﹤0.01% 1798
2025
Q2 		$12.1M Sell
462,242
-93,425
-17% -$2.45M ﹤0.01% 1731
2025
Q1 		$15.2M Buy
555,667
+1,697
+0.3% +$45.3K 0.01% 1510
2024
Q4 		$14.6M Buy
+553,970
New +$14.5M 0.01% 1542

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
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
FCM
Fairbanks Capital Management Rancho Santa Fe, California $169M AUM 12.21% 1-Year Est. Return

Raymond James Financial's ARLP Position: Q1 2026 in Review

Raymond James Financial increased its Alliance Resource Partners (ARLP) stake by 3% in Q1 2026, buying an estimated $368K and bringing the position to 491,064 shares worth $13.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

Raymond James Financial first reported a position in ARLP in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.2M in Q1 2025. 183 funds tracked by Wall St. Rank hold ARLP as of Q1 2026.

  • Raymond James Financial held 491,064 shares of Alliance Resource Partners worth $13.6M as of Q1 2026.
  • Raymond James Financial bought 14,199 Alliance Resource Partners shares in Q1 2026, an estimated $368K.
  • Alliance Resource Partners made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1769 holding.
  • Raymond James Financial first reported a position in Alliance Resource Partners in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Alliance Resource Partners position peaked at $15.2M in Q1 2025.
  • 183 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.