Essential Partners
ALRS icon

Essential Partners’s Alerus Financial ALRS Stock Holding History

Essential Partners’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
Q3 		$15K Hold
474
– – 0.01% 1019
2026
Q2 		$14.7K Sell
474
-1,276
-73% -$35.1K 0.01% 1027
2026
Q1 		$41.5K Buy
1,750
+4
+0.2% +$97 0.01% 649
2025
Q4 		$39.3K Sell
1,746
-56
-3% -$1.22K 0.01% 673
2025
Q3 		$39.9K Buy
1,802
+619
+52% +$13.7K 0.01% 662
2025
Q2 		$25.6K Buy
+1,183
New +$23.7K 0.01% 608

Other funds holding ALRS

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Fortress Financial Group
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Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Freedom Financial Partners
Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Chiron Capital Management
Chiron Capital Management Tallahassee, Florida $101M AUM
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Essential Partners's ALRS Position: Q3 2026 in Review

Essential Partners held its Alerus Financial (ALRS) position steady in Q3 2026 at 474 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #1019.

Essential Partners first reported a position in ALRS in Q2 2025 and has held it in 6 quarters since. The position peaked at $41.5K in Q1 2026. 26 funds tracked by Wall St. Rank hold ALRS as of Q3 2026.

  • Essential Partners held 474 shares of Alerus Financial worth $15K as of Q3 2026.
  • Essential Partners left its Alerus Financial share count unchanged in Q3 2026.
  • Alerus Financial made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1019 holding.
  • Essential Partners first reported a position in Alerus Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Alerus Financial position peaked at $41.5K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Alerus Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.