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Clearstead Advisors’s Alerus Financial ALRS Stock Holding History

Clearstead Advisors’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
Q2 		$685 Buy
+22
New +$605 ﹤0.01% 2832
2026
Q1 		– Sell
-4
Closed -$91 – 2268
2025
Q4 		$91 Sell
4
-214
-98% -$4.67K ﹤0.01% 2527
2025
Q3 		$4.83K Buy
218
+160
+276% +$3.55K ﹤0.01% 2168
2025
Q2 		$1.26K Buy
+58
New +$1.16K ﹤0.01% 2405

Other funds holding ALRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCA
Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $201M AUM 18.7% 1-Year Est. Return

Clearstead Advisors's ALRS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Alerus Financial (ALRS) in Q2 2026: 22 shares worth $685. The stake represents ﹤0.01% of the portfolio and ranks #2832 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ALRS as recently as Q4 2025.

Clearstead Advisors first reported a position in ALRS in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.83K in Q3 2025. 57 funds tracked by Wall St. Rank hold ALRS as of Q2 2026.

  • Clearstead Advisors held 22 shares of Alerus Financial worth $685 as of Q2 2026.
  • Alerus Financial was a new Clearstead Advisors position in Q2 2026.
  • Alerus Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2832 holding.
  • Clearstead Advisors first reported a position in Alerus Financial in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Alerus Financial position peaked at $4.83K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.