Cornerstone Planning Group’s Alerus Financial ALRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-31
Closed -$997 – 239
2026
Q2
$997 Hold
31
– – ﹤0.01% 1504
2026
Q1
$841 Hold
31
– – ﹤0.01% 1510
2025
Q4
$738 Buy
+31
New +$676 ﹤0.01% 1420
2024
Q2
– Sell
-39
Closed -$779 – 1265
2024
Q1
$779 Buy
+39
New +$856 ﹤0.01% 835

Other funds holding ALRS

Cornerstone Planning Group's ALRS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Alerus Financial (ALRS) in Q3 2026, closing a stake of 31 shares — an estimated $997 sold.

Cornerstone Planning Group first reported a position in ALRS in Q1 2024 and held it in 4 quarters. The position peaked at $997 in Q2 2026. 22 funds tracked by Wall St. Rank hold ALRS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Alerus Financial position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 31 Alerus Financial shares in Q3 2026, an estimated $997.
  • Cornerstone Planning Group first reported a position in Alerus Financial in Q1 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Alerus Financial position peaked at $997 in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Alerus Financial as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.