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
2026
Q2 		$229K Buy
+7,360
New +$202K ﹤0.01% 5661
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 $2.29B 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

LPL Financial's ALRS Position: Q2 2026 in Review

LPL Financial opened a new position in Alerus Financial (ALRS) in Q2 2026: 7,360 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #5661 among its holdings. This is a return to the name: LPL Financial previously reported a position in ALRS as recently as Q2 2025.

LPL Financial first reported a position in ALRS in Q3 2024 and has held it in 5 quarters since. The position peaked at $765K in Q3 2024. 160 funds tracked by Wall St. Rank hold ALRS as of Q2 2026.

  • LPL Financial held 7,360 shares of Alerus Financial worth $229K as of Q2 2026.
  • Alerus Financial was a new LPL Financial position in Q2 2026.
  • Alerus Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5661 holding.
  • LPL Financial first reported a position in Alerus Financial in Q3 2024 and has held it in 5 quarters since.
  • LPL Financial's Alerus Financial position peaked at $765K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.