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
Q2 		$866K Buy
27,856
+1,348
+5% +$37K ﹤0.01% 2767
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 $2.29B AUM 30.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Creative Planning's ALRS Position: Q2 2026 in Review

Creative Planning increased its Alerus Financial (ALRS) stake by 5.1% in Q2 2026, buying an estimated $37K and bringing the position to 27,856 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Creative Planning first reported a position in ALRS in Q4 2024 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold ALRS as of Q2 2026.

  • Creative Planning held 27,856 shares of Alerus Financial worth $866K as of Q2 2026.
  • Creative Planning bought 1,348 Alerus Financial shares in Q2 2026, an estimated $37K.
  • Alerus Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2767 holding.
  • Creative Planning first reported a position in Alerus Financial in Q4 2024 and has held it in 5 quarters since.
  • 161 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.