EWA
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EverSource Wealth Advisors’s Alerus Financial ALRS Stock Holding History

EverSource Wealth Advisors’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 		$26.8K Buy
863
+32
+4% +$879 ﹤0.01% 2226
2026
Q1 		$19.7K Sell
831
-63
-7% -$1.53K ﹤0.01% 2514
2025
Q4 		$20.1K Buy
894
+140
+19% +$3.05K ﹤0.01% 2384
2025
Q3 		$16.7K Buy
754
+181
+32% +$4.01K ﹤0.01% 2491
2025
Q2 		$12.4K Buy
573
+553
+2,765% +$11.1K ﹤0.01% 2664
2025
Q1 		$369 Buy
20
+16
+400% +$318 ﹤0.01% 3555
2024
Q4 		$77 Buy
+4
New +$88 ﹤0.01% 3587

Other funds holding ALRS

PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

EverSource Wealth Advisors's ALRS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Alerus Financial (ALRS) stake by 3.9% in Q2 2026, buying an estimated $879 and bringing the position to 863 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

EverSource Wealth Advisors first reported a position in ALRS in Q4 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold ALRS as of Q2 2026.

  • EverSource Wealth Advisors held 863 shares of Alerus Financial worth $26.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 32 Alerus Financial shares in Q2 2026, an estimated $879.
  • Alerus Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2226 holding.
  • EverSource Wealth Advisors first reported a position in Alerus Financial in Q4 2024 and has held it in 7 quarters since.
  • 48 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.