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Security National Bank’s Alliance Resource Partners ARLP Stock Holding History

Security National Bank’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 		$382K Hold
15,931
– – 0.05% 122
2026
Q1 		$440K Hold
15,931
– – 0.06% 106
2025
Q4 		$370K Hold
15,931
– – 0.05% 110
2025
Q3 		$403K Buy
+15,931
New +$399K 0.06% 102

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

Security National Bank's ARLP Position: Q2 2026 in Review

Security National Bank held its Alliance Resource Partners (ARLP) position steady in Q2 2026 at 15,931 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #122.

Security National Bank first reported a position in ARLP in Q3 2025 and has held it in 4 quarters since. The position peaked at $440K in Q1 2026. 172 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

  • Security National Bank held 15,931 shares of Alliance Resource Partners worth $382K as of Q2 2026.
  • Security National Bank left its Alliance Resource Partners share count unchanged in Q2 2026.
  • Alliance Resource Partners made up 0.05% of Security National Bank's portfolio in Q2 2026, its #122 holding.
  • Security National Bank first reported a position in Alliance Resource Partners in Q3 2025 and has held it in 4 quarters since.
  • Security National Bank's Alliance Resource Partners position peaked at $440K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.