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Summit Securities Group’s Alliance Resource Partners ARLP Stock Holding History

Summit Securities 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
Q2 		– Sell
-1,000
Closed -$27.6K – 1149
2026
Q1 		$27.6K Buy
+1,000
New +$25.9K ﹤0.01% 475
2025
Q4 		– Sell
-500
Closed -$12.6K – 1012
2025
Q3 		$12.6K Sell
500
-2,000
-80% -$50K ﹤0.01% 850
2025
Q2 		$65.3K Buy
+2,500
New +$65.7K 0.01% 449
2025
Q1 		– Sell
-1,800
Closed -$47.3K – 787
2024
Q4 		$47.3K Buy
1,800
+1,400
+350% +$36.6K 0.01% 294
2024
Q3 		$10K Sell
400
-12,100
-97% -$292K ﹤0.01% 372
2024
Q2 		$306K Buy
+12,500
New +$283K 0.06% 132
2024
Q1 		– Sell
-17,700
Closed -$375K – 459
2023
Q4 		$375K Buy
17,700
+1,000
+6% +$21.6K 0.03% 210
2023
Q3 		$376K Buy
16,700
+7,100
+74% +$142K 0.04% 142
2023
Q2 		$178K Sell
9,600
-300
-3% -$5.75K 0.02% 227
2023
Q1 		$200K Buy
9,900
+5,500
+125% +$113K 0.02% 216
2022
Q4 		$89K Sell
4,400
-16,100
-79% -$365K ﹤0.01% 620
2022
Q3 		$469K Buy
20,500
+16,100
+366% +$368K 0.04% 262
2022
Q2 		$80K Sell
4,400
-12,500
-74% -$226K 0.01% 447
2022
Q1 		$261K Sell
16,900
-41,000
-71% -$580K 0.03% 330
2021
Q4 		$732K Buy
57,900
+32,100
+124% +$362K 0.03% 290
2021
Q3 		$280K Buy
+25,800
New +$215K 0.02% 541

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

Summit Securities Group's ARLP Position: Q2 2026 in Review

Summit Securities Group sold out of Alliance Resource Partners (ARLP) in Q2 2026, closing a stake of 1,000 shares — an estimated $27.6K sold.

Summit Securities Group first reported a position in ARLP in Q3 2021 and held it in 16 quarters. The position peaked at $732K in Q4 2021. 172 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

  • Summit Securities Group reported no remaining Alliance Resource Partners position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,000 Alliance Resource Partners shares in Q2 2026, an estimated $27.6K.
  • Summit Securities Group first reported a position in Alliance Resource Partners in Q3 2021 and held it in 16 quarters.
  • Summit Securities Group's Alliance Resource Partners position peaked at $732K in Q4 2021.
  • 172 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.