Sumitomo Mitsui Trust Group’s Alliance Resource Partners ARLP Stock Holding History

Sumitomo Mitsui Trust Group’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	$553K	Hold	20,000	–	–	﹤0.01%	915
2025 Q4	$465K	Hold	20,000	–	–	﹤0.01%	957
2025 Q3	$506K	Hold	20,000	–	–	﹤0.01%	939
2025 Q2	$523K	Hold	20,000	–	–	﹤0.01%	924
2025 Q1	$546K	Hold	20,000	–	–	﹤0.01%	925
2024 Q4	$526K	Hold	20,000	–	–	﹤0.01%	939
2024 Q3	$500K	Hold	20,000	–	–	﹤0.01%	961
2024 Q2	$489K	Hold	20,000	–	–	﹤0.01%	968
2024 Q1	$401K	Hold	20,000	–	–	﹤0.01%	1040
2023 Q4	$424K	Hold	20,000	–	–	﹤0.01%	1054
2023 Q3	$451K	Hold	20,000	–	–	﹤0.01%	1060
2023 Q2	$370K	Hold	20,000	–	–	﹤0.01%	1088
2023 Q1	$403K	Hold	20,000	–	–	﹤0.01%	1085
2022 Q4	$406K	Sell	20,000 -13,000	-39%	-$294K	﹤0.01%	1124
2022 Q3	$756K	Hold	33,000	–	–	﹤0.01%	1064
2022 Q2	$602K	Sell	33,000 -10,000	-23%	-$181K	﹤0.01%	1102
2022 Q1	$663K	Hold	43,000	–	–	﹤0.01%	1090
2021 Q4	$544K	Sell	43,000 -79,000	-65%	-$891K	﹤0.01%	1089
2021 Q3	$1.33M	Sell	122,000 -27,000	-18%	-$225K	﹤0.01%	1000
2021 Q2	$1.07M	Hold	149,000	–	–	﹤0.01%	1033
2021 Q1	$864K	Hold	149,000	–	–	﹤0.01%	1024
2020 Q4	$668K	Sell	149,000 -37,519	-20%	-$144K	﹤0.01%	1044
2020 Q3	$517K	Hold	186,519	–	–	﹤0.01%	1032
2020 Q2	$608K	Buy	186,519 +132,000	+242%	+$453K	﹤0.01%	1009
2020 Q1	$169K	Sell	54,519 -2,000	-4%	-$15.4K	﹤0.01%	1077
2019 Q4	$612K	Hold	56,519	–	–	﹤0.01%	997
2019 Q3	$905K	Buy	56,519 +5,000	+10%	+$81.7K	﹤0.01%	956
2019 Q2	$875K	Hold	51,519	–	–	﹤0.01%	897
2019 Q1	$1.05M	Buy	51,519 +25,000	+94%	+$484K	﹤0.01%	843
2018 Q4	$469K	Hold	26,519	–	–	﹤0.01%	872
2018 Q3	$541K	Sell	26,519 -6,000	-18%	-$117K	﹤0.01%	849
2018 Q2	$597K	Buy	+32,519	New	+$586K	﹤0.01%	844
2017 Q3	–	Sell	-22,000	Closed	-$416K	–	904
2017 Q2	$416K	Hold	22,000	–	–	﹤0.01%	843
2017 Q1	$476K	Hold	22,000	–	–	﹤0.01%	818
2016 Q4	$494K	Buy	+22,000	New	+$516K	﹤0.01%	815

Other funds holding ARLP

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

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group's ARLP Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group held its Alliance Resource Partners (ARLP) position steady in Q1 2026 at 20,000 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Sumitomo Mitsui Trust Group first reported a position in ARLP in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.33M in Q3 2021. 183 funds tracked by Wall St. Rank hold ARLP as of Q1 2026.

Sumitomo Mitsui Trust Group held 20,000 shares of Alliance Resource Partners worth $553K as of Q1 2026.
Sumitomo Mitsui Trust Group left its Alliance Resource Partners share count unchanged in Q1 2026.
Alliance Resource Partners made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #915 holding.
Sumitomo Mitsui Trust Group first reported a position in Alliance Resource Partners in Q4 2016 and has held it in 35 quarters since.
Sumitomo Mitsui Trust Group's Alliance Resource Partners position peaked at $1.33M in Q3 2021.
183 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.