True Wealth Design
ALRS icon

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
Q3 		$2.24K Hold
71
– – ﹤0.01% 1633
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

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Fortress Financial Group
Fortress Financial Group Rochester, Minnesota $205M AUM 15.03% 1-Year Est. Return
Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Freedom Financial Partners
Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Chiron Capital Management
Chiron Capital Management Tallahassee, Florida $101M AUM

True Wealth Design's ALRS Position: Q3 2026 in Review

True Wealth Design held its Alerus Financial (ALRS) position steady in Q3 2026 at 71 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

True Wealth Design first reported a position in ALRS in Q4 2024 and has held it in 8 quarters since. 28 funds tracked by Wall St. Rank hold ALRS as of Q3 2026.

  • True Wealth Design held 71 shares of Alerus Financial worth $2.24K as of Q3 2026.
  • True Wealth Design left its Alerus Financial share count unchanged in Q3 2026.
  • Alerus Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1633 holding.
  • True Wealth Design first reported a position in Alerus Financial in Q4 2024 and has held it in 8 quarters since.
  • 28 funds tracked by Wall St. Rank held Alerus Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.