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True Wealth Design’s Alerus Financial ALRS Stock Holding History

True Wealth Design’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 		$2.21K Buy
71
+7
+11% +$192 ﹤0.01% 1649
2026
Q1 		$1.52K Hold
64
– – ﹤0.01% 1652
2025
Q4 		$1.44K Buy
64
+1
+2% +$22 ﹤0.01% 1573
2025
Q3 		$1.4K Buy
63
+38
+152% +$842 ﹤0.01% 1624
2025
Q2 		$541 Sell
25
-7
-22% -$140 ﹤0.01% 1709
2025
Q1 		$591 Buy
32
+11
+52% +$219 ﹤0.01% 1481
2024
Q4 		$405 Buy
+21
New +$461 ﹤0.01% 1125

Other funds holding ALRS

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

True Wealth Design's ALRS Position: Q2 2026 in Review

True Wealth Design increased its Alerus Financial (ALRS) stake by 11% in Q2 2026, buying an estimated $192 and bringing the position to 71 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

True Wealth Design first reported a position in ALRS in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold ALRS as of Q2 2026.

  • True Wealth Design held 71 shares of Alerus Financial worth $2.21K as of Q2 2026.
  • True Wealth Design bought 7 Alerus Financial shares in Q2 2026, an estimated $192.
  • Alerus Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1649 holding.
  • True Wealth Design first reported a position in Alerus Financial in Q4 2024 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.