Jones Financial Companies
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Jones Financial Companies’s Alerus Financial ALRS Stock Holding History

Jones Financial Companies’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 		$1.27M Buy
41,111
+40,511
+6,752% +$1.11M ﹤0.01% 1772
2026
Q1 		$14.1K Hold
600
– – ﹤0.01% 3440
2025
Q4 		$13.5K Hold
600
– – ﹤0.01% 3099
2025
Q3 		$13.6K Buy
+600
New +$13.3K ﹤0.01% 2965

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

Jones Financial Companies's ALRS Position: Q2 2026 in Review

Jones Financial Companies increased its Alerus Financial (ALRS) stake by 6,752% in Q2 2026, buying an estimated $1.11M and bringing the position to 41,111 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Jones Financial Companies first reported a position in ALRS in Q3 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold ALRS as of Q2 2026.

  • Jones Financial Companies held 41,111 shares of Alerus Financial worth $1.27M as of Q2 2026.
  • Jones Financial Companies bought 40,511 Alerus Financial shares in Q2 2026, an estimated $1.11M.
  • Alerus Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1772 holding.
  • Jones Financial Companies first reported a position in Alerus Financial in Q3 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.