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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
Q1 		$4.01K Buy
+169
New +$4.1K ﹤0.01% 752

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

JPL Wealth Management's ALRS Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Alerus Financial (ALRS) in Q1 2026: 169 shares worth $4.01K. The stake represents ﹤0.01% of the portfolio and ranks #752 among its holdings.

149 funds tracked by Wall St. Rank hold ALRS as of Q1 2026.

  • JPL Wealth Management held 169 shares of Alerus Financial worth $4.01K as of Q1 2026.
  • Alerus Financial was a new JPL Wealth Management position in Q1 2026.
  • Alerus Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #752 holding.
  • 149 funds tracked by Wall St. Rank held Alerus Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.