JPL Wealth Management’s Alerus Financial ALRS Stock Holding History

JPL Wealth Management’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	$5.26K	Hold	169	–	–	﹤0.01%	759
2026 Q1	$4.01K	Buy	+169	New	+$4.1K	﹤0.01%	752

Other funds holding ALRS

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JPL Wealth Management's ALRS Position: Q2 2026 in Review

JPL Wealth Management held its Alerus Financial (ALRS) position steady in Q2 2026 at 169 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

JPL Wealth Management first reported a position in ALRS in Q1 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold ALRS as of Q2 2026.

JPL Wealth Management held 169 shares of Alerus Financial worth $5.26K as of Q2 2026.
JPL Wealth Management left its Alerus Financial share count unchanged in Q2 2026.
Alerus Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #759 holding.
JPL Wealth Management first reported a position in Alerus Financial in Q1 2026 and has held it in 2 quarters since.
161 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.