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Stephens Consulting’s Alerus Financial ALRS Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-20
Closed -$370 – 1222
2025
Q1 		$370 Buy
+20
New +$397 ﹤0.01% 1198

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stephens Consulting's ALRS Position: Q2 2025 in Review

Stephens Consulting sold out of Alerus Financial (ALRS) in Q2 2025, closing a stake of 20 shares — an estimated $370 sold.

Stephens Consulting first reported a position in ALRS in Q1 2025 and held it in 1 quarter. The position peaked at $370 in Q1 2025. 126 funds tracked by Wall St. Rank hold ALRS as of Q2 2025.

  • Stephens Consulting reported no remaining Alerus Financial position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 Alerus Financial shares in Q2 2025, an estimated $370.
  • Stephens Consulting first reported a position in Alerus Financial in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Alerus Financial position peaked at $370 in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.