Creative Planning
ALRS icon

Creative Planning’s Alerus Financial ALRS Stock Holding History

Creative Planning’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 		$629K Sell
26,508
-985
-4% -$23.9K ﹤0.01% 2845
2025
Q4 		$619K Buy
27,493
+5,560
+25% +$121K ﹤0.01% 2651
2025
Q3 		$486K Buy
+21,933
New +$486K ﹤0.01% 2747
2025
Q1 		– Sell
-15,594
Closed -$300K – 3470
2024
Q4 		$300K Buy
+15,594
New +$343K ﹤0.01% 2668

Other funds holding ALRS

AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's ALRS Position: Q1 2026 in Review

Creative Planning reduced its Alerus Financial (ALRS) stake by 3.6% in Q1 2026, selling an estimated $23.9K and leaving 26,508 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

Creative Planning first reported a position in ALRS in Q4 2024 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold ALRS as of Q1 2026.

  • Creative Planning held 26,508 shares of Alerus Financial worth $629K as of Q1 2026.
  • Creative Planning sold 985 Alerus Financial shares in Q1 2026, an estimated $23.9K.
  • Alerus Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2845 holding.
  • Creative Planning first reported a position in Alerus Financial in Q4 2024 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held Alerus Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.