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Steward Partners Investment Advisory’s Alerus Financial ALRS Stock Holding History

Steward Partners Investment Advisory’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 		$25.1K Buy
807
+7
+0.9% +$192 ﹤0.01% 3321
2026
Q1 		$19K Buy
+800
New +$19.4K ﹤0.01% 3259

Other funds holding ALRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Steward Partners Investment Advisory's ALRS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Alerus Financial (ALRS) stake by 0.88% in Q2 2026, buying an estimated $192 and bringing the position to 807 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3321.

Steward Partners Investment Advisory first reported a position in ALRS in Q1 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold ALRS as of Q2 2026.

  • Steward Partners Investment Advisory held 807 shares of Alerus Financial worth $25.1K as of Q2 2026.
  • Steward Partners Investment Advisory bought 7 Alerus Financial shares in Q2 2026, an estimated $192.
  • Alerus Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3321 holding.
  • Steward Partners Investment Advisory first reported a position in Alerus Financial in Q1 2026 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.