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Cornerstone Planning Group’s Alerus Financial ALRS Stock Holding History

Cornerstone Planning Group’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 		$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

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

Cornerstone Planning Group's ALRS Position: Q2 2026 in Review

Cornerstone Planning Group held its Alerus Financial (ALRS) position steady in Q2 2026 at 31 shares worth $997. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Cornerstone Planning Group first reported a position in ALRS in Q1 2024 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold ALRS as of Q2 2026.

  • Cornerstone Planning Group held 31 shares of Alerus Financial worth $997 as of Q2 2026.
  • Cornerstone Planning Group left its Alerus Financial share count unchanged in Q2 2026.
  • Alerus Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1504 holding.
  • Cornerstone Planning Group first reported a position in Alerus Financial in Q1 2024 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.