Alerus Financial’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Alerus Financial’s Portfolio BPT Stock Details BPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,850	Closed	-$537	–	516
2025 Q3	$537	Hold	3,850	–	–	﹤0.01%	513
2025 Q2	$1.93K	Buy	+3,850	New	+$2.27K	﹤0.01%	453

Other funds holding BPT

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Alerus Financial's BPT Position: Q4 2025 in Review

Alerus Financial sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q4 2025, closing a stake of 3,850 shares — an estimated $537 sold.

Alerus Financial first reported a position in BPT in Q2 2025 and held it in 2 quarters. The position peaked at $1.93K in Q2 2025. 3 funds tracked by Wall St. Rank hold BPT as of Q4 2025.

Alerus Financial reported no remaining BP Prudhoe Bay Royalty Trust position as of Q4 2025 after selling out during the quarter.
Alerus Financial sold 3,850 BP Prudhoe Bay Royalty Trust shares in Q4 2025, an estimated $537.
Alerus Financial first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2025 and held it in 2 quarters.
Alerus Financial's BP Prudhoe Bay Royalty Trust position peaked at $1.93K in Q2 2025.
3 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q4 2025.

Based on Alerus Financial's 13F filing for Q4 2025, filed 13 Feb 2026.