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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
2024
Q1 		– Sell
-15,000
Closed -$318K – 460
2023
Q4 		$318K Buy
+15,000
New +$325K 0.03% 220

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.