LPL Financial
ALRS icon

LPL Financial’s Alerus Financial ALRS Stock Holding History

LPL Financial’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
2025
Q3 		– Sell
-33,152
Closed -$717K – 5801
2025
Q2 		$717K Buy
33,152
+202
+0.6% +$4.04K ﹤0.01% 4058
2025
Q1 		$608K Buy
32,950
+532
+2% +$10.6K ﹤0.01% 3984
2024
Q4 		$624K Sell
32,418
-1,000
-3% -$22K ﹤0.01% 3898
2024
Q3 		$765K Buy
+33,418
New +$714K ﹤0.01% 3642

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's ALRS Position: Q3 2025 in Review

LPL Financial sold out of Alerus Financial (ALRS) in Q3 2025, closing a stake of 33,152 shares — an estimated $717K sold.

LPL Financial first reported a position in ALRS in Q3 2024 and held it in 4 quarters. The position peaked at $765K in Q3 2024. 135 funds tracked by Wall St. Rank hold ALRS as of Q3 2025.

  • LPL Financial reported no remaining Alerus Financial position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 33,152 Alerus Financial shares in Q3 2025, an estimated $717K.
  • LPL Financial first reported a position in Alerus Financial in Q3 2024 and held it in 4 quarters.
  • LPL Financial's Alerus Financial position peaked at $765K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held Alerus Financial as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.