Root Financial Partners
ALRS icon

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
Q3 		$1.3K Buy
+41
New +$1.34K ﹤0.01% 2842
2026
Q2 		– Sell
-34
Closed -$806 – 518
2026
Q1 		$806 Buy
+34
New +$824 ﹤0.01% 2681

Other funds holding ALRS

Alerus Financial
Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Root Financial Partners's ALRS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Alerus Financial (ALRS) in Q3 2026: 41 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #2842 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALRS as recently as Q1 2026.

Root Financial Partners first reported a position in ALRS in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold ALRS as of Q3 2026.

  • Root Financial Partners held 41 shares of Alerus Financial worth $1.3K as of Q3 2026.
  • Alerus Financial was a new Root Financial Partners position in Q3 2026.
  • Alerus Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2842 holding.
  • Root Financial Partners first reported a position in Alerus Financial in Q1 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Alerus Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.