PWMG
ALRS icon

Private Wealth Management Group’s Alerus Financial ALRS Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-47
Closed -$905 – 1484
2024
Q4 		$905 Hold
47
– – ﹤0.01% 1323
2024
Q3 		$1.08K Hold
47
– – ﹤0.01% 1261
2024
Q2 		$922 Hold
47
– – ﹤0.01% 1309
2024
Q1 		$1.03K Hold
47
– – ﹤0.01% 1258
2023
Q4 		$1.05K Buy
+47
New +$888 ﹤0.01% 1246

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Wealth Management Group's ALRS Position: Q1 2025 in Review

Private Wealth Management Group sold out of Alerus Financial (ALRS) in Q1 2025, closing a stake of 47 shares — an estimated $905 sold.

Private Wealth Management Group first reported a position in ALRS in Q4 2023 and held it in 5 quarters. The position peaked at $1.08K in Q3 2024. 113 funds tracked by Wall St. Rank hold ALRS as of Q1 2025.

  • Private Wealth Management Group reported no remaining Alerus Financial position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 47 Alerus Financial shares in Q1 2025, an estimated $905.
  • Private Wealth Management Group first reported a position in Alerus Financial in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Alerus Financial position peaked at $1.08K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Alerus Financial as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.