Carson Wealth (CWM LLC)
ALRS icon

Carson Wealth (CWM LLC)’s Alerus Financial ALRS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALRS Stock Details ALRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.74M Sell
73,245
-351
-0.5% -$8.51K ﹤0.01% 1259
2025
Q4 		$1.66M Buy
73,596
+1,589
+2% +$34.7K ﹤0.01% 1231
2025
Q3 		$1.59M Buy
72,007
+7,705
+12% +$171K ﹤0.01% 1188
2025
Q2 		$1.39M Buy
64,302
+4,547
+8% +$91K ﹤0.01% 1096
2025
Q1 		$1.1M Buy
59,755
+584
+1% +$11.6K ﹤0.01% 1074
2024
Q4 		$1.14M Buy
59,171
+761
+1% +$16.7K ﹤0.01% 1013
2024
Q3 		$1.34M Buy
58,410
+117
+0.2% +$2.5K 0.01% 874
2024
Q2 		$1.14M Buy
58,293
+58,225
+85,625% +$1.15M 0.01% 823
2024
Q1 		$1K Buy
68
+2
+3% +$44 ﹤0.01% 4062
2023
Q4 		$1K Hold
66
– – ﹤0.01% 3886
2023
Q3 		$1K Hold
66
– – ﹤0.01% 3909
2023
Q2 		$1K Sell
66
-42
-39% -$681 ﹤0.01% 3895
2023
Q1 		$2K Sell
108
-56
-34% -$1.11K ﹤0.01% 3607
2022
Q4 		$4K Hold
164
– – ﹤0.01% 3257
2022
Q3 		$4K Buy
+164
New +$3.87K ﹤0.01% 3128

Other funds holding ALRS

AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALRS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Alerus Financial (ALRS) stake by 0.48% in Q1 2026, selling an estimated $8.51K and leaving 73,245 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Carson Wealth (CWM LLC) first reported a position in ALRS in Q3 2022 and has held it in 15 quarters since. 149 funds tracked by Wall St. Rank hold ALRS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 73,245 shares of Alerus Financial worth $1.74M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 351 Alerus Financial shares in Q1 2026, an estimated $8.51K.
  • Alerus Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1259 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alerus Financial in Q3 2022 and has held it in 15 quarters since.
  • 149 funds tracked by Wall St. Rank held Alerus Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.