Vista Investment Partners’s Alliance Resource Partners ARLP Stock Holding History

Vista Investment 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 Q2	$8.72M	Hold	363,672	–	–	2.2%	8
2026 Q1	$10.1M	Hold	363,672	–	–	2.66%	5
2025 Q4	$8.45M	Hold	363,672	–	–	2.22%	6
2025 Q3	$9.2M	Hold	363,672	–	–	2.57%	4
2025 Q2	$9.51M	Hold	363,672	–	–	2.74%	4
2025 Q1	$9.92M	Buy	363,672 +16,041	+5%	+$428K	3.02%	5
2024 Q4	$9.14M	Hold	347,631	–	–	2.85%	4
2024 Q3	$8.69M	Hold	347,631	–	–	2.78%	5
2024 Q2	$8.5M	Hold	347,631	–	–	2.85%	6
2024 Q1	$6.97M	Hold	347,631	–	–	2.4%	7
2023 Q4	$7.36M	Buy	+347,631	New	+$7.53M	2.71%	5

Other funds holding ARLP

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM