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 Q3	$26.2K	Hold	830	–	–	﹤0.01%	343
2026 Q2	$25.8K	Hold	830	–	–	﹤0.01%	348
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

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Fortress Financial Group Rochester, Minnesota $205M AUM 15.03% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Chiron Capital Management Tallahassee, Florida $101M AUM

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Cherry Tree Wealth Management's ALRS Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Alerus Financial (ALRS) position steady in Q3 2026 at 830 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Cherry Tree Wealth Management first reported a position in ALRS in Q2 2023 and has held it in 14 quarters since. 25 funds tracked by Wall St. Rank hold ALRS as of Q3 2026.

Cherry Tree Wealth Management held 830 shares of Alerus Financial worth $26.2K as of Q3 2026.
Cherry Tree Wealth Management left its Alerus Financial share count unchanged in Q3 2026.
Alerus Financial made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #343 holding.
Cherry Tree Wealth Management first reported a position in Alerus Financial in Q2 2023 and has held it in 14 quarters since.
25 funds tracked by Wall St. Rank held Alerus Financial as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.