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SVB Wealth’s Alliance Resource Partners ARLP Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-1,171
Closed -$31.9K – 546
2025
Q1 		$31.9K Buy
+1,171
New +$31.3K ﹤0.01% 648

Other funds holding ARLP

P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVB Wealth's ARLP Position: Q2 2025 in Review

SVB Wealth sold out of Alliance Resource Partners (ARLP) in Q2 2025, closing a stake of 1,171 shares — an estimated $31.9K sold.

SVB Wealth first reported a position in ARLP in Q1 2025 and held it in 1 quarter. The position peaked at $31.9K in Q1 2025. 168 funds tracked by Wall St. Rank hold ARLP as of Q2 2025.

  • SVB Wealth reported no remaining Alliance Resource Partners position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,171 Alliance Resource Partners shares in Q2 2025, an estimated $31.9K.
  • SVB Wealth first reported a position in Alliance Resource Partners in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Alliance Resource Partners position peaked at $31.9K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.