Alerus Financial’s LPL Financial LPLA Stock Holding History

Alerus Financial’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$845	Hold	3	–	–	﹤0.01%	477
2026 Q1	$902	Hold	3	–	–	﹤0.01%	474
2025 Q4	$1.07K	Hold	3	–	–	﹤0.01%	474
2025 Q3	$998	Sell	3 -7	-70%	-$2.54K	﹤0.01%	499
2025 Q2	$3.75K	Sell	10 -2,412	-100%	-$845K	﹤0.01%	421
2025 Q1	$792K	Buy	+2,422	New	+$843K	0.06%	120

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alerus Financial's LPLA Position: Q2 2026 in Review

Alerus Financial held its LPL Financial (LPLA) position steady in Q2 2026 at 3 shares worth $845. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Alerus Financial first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $792K in Q1 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Alerus Financial held 3 shares of LPL Financial worth $845 as of Q2 2026.
Alerus Financial left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #477 holding.
Alerus Financial first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
Alerus Financial's LPL Financial position peaked at $792K in Q1 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.