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Cherry Tree Wealth Management’s Alerus Financial ALRS Stock Holding History

Cherry Tree Wealth Management’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 		$19.7K Hold
830
– – ﹤0.01% 356
2025
Q4 		$18.7K Hold
830
– – ﹤0.01% 361
2025
Q3 		$18.4K Hold
830
– – ﹤0.01% 348
2025
Q2 		$18K Hold
830
– – ﹤0.01% 349
2025
Q1 		$15.3K Hold
830
– – ﹤0.01% 377
2024
Q4 		$16K Hold
830
– – ﹤0.01% 365
2024
Q3 		$19K Hold
830
– – ﹤0.01% 350
2024
Q2 		$16.3K Hold
830
– – ﹤0.01% 349
2024
Q1 		$18.1K Hold
830
– – ﹤0.01% 326
2023
Q4 		$18.6K Buy
830
+100
+14% +$1.89K 0.01% 311
2023
Q3 		$13.3K Hold
730
– – ﹤0.01% 319
2023
Q2 		$13.1K Buy
+730
New +$11.8K ﹤0.01% 315

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
Vanguard Capital Management
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

Cherry Tree Wealth Management's ALRS Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Alerus Financial (ALRS) position steady in Q1 2026 at 830 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Cherry Tree Wealth Management first reported a position in ALRS in Q2 2023 and has held it in 12 quarters since. 149 funds tracked by Wall St. Rank hold ALRS as of Q1 2026.

  • Cherry Tree Wealth Management held 830 shares of Alerus Financial worth $19.7K as of Q1 2026.
  • Cherry Tree Wealth Management left its Alerus Financial share count unchanged in Q1 2026.
  • Alerus Financial made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #356 holding.
  • Cherry Tree Wealth Management first reported a position in Alerus Financial in Q2 2023 and has held it in 12 quarters since.
  • 149 funds tracked by Wall St. Rank held Alerus Financial as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.