Jones Financial Companies
ALRS icon

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
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 $2.02B 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

Jones Financial Companies's ALRS Position: Q1 2026 in Review

Jones Financial Companies held its Alerus Financial (ALRS) position steady in Q1 2026 at 600 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3440.

Jones Financial Companies first reported a position in ALRS in Q3 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold ALRS as of Q1 2026.

  • Jones Financial Companies held 600 shares of Alerus Financial worth $14.1K as of Q1 2026.
  • Jones Financial Companies left its Alerus Financial share count unchanged in Q1 2026.
  • Alerus Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3440 holding.
  • Jones Financial Companies first reported a position in Alerus Financial in Q3 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Alerus Financial as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.