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Root Financial Partners’s Alerus Financial ALRS Stock Holding History

Root Financial Partners’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 		– Sell
-34
Closed -$806 – 518
2026
Q1 		$806 Buy
+34
New +$824 ﹤0.01% 2681

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Root Financial Partners's ALRS Position: Q2 2026 in Review

Root Financial Partners sold out of Alerus Financial (ALRS) in Q2 2026, closing a stake of 34 shares — an estimated $806 sold.

Root Financial Partners first reported a position in ALRS in Q1 2026 and held it in 1 quarter. The position peaked at $806 in Q1 2026. 27 funds tracked by Wall St. Rank hold ALRS as of Q2 2026.

  • Root Financial Partners reported no remaining Alerus Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 34 Alerus Financial shares in Q2 2026, an estimated $806.
  • Root Financial Partners first reported a position in Alerus Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Alerus Financial position peaked at $806 in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.