UBS Group
ALRS icon

UBS Group’s Alerus Financial ALRS Stock Holding History

UBS Group’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 		$164K Sell
5,263
-6,427
-55% -$177K ﹤0.01% 6903
2026
Q1 		$277K Sell
11,690
-5,402
-32% -$131K ﹤0.01% 6446
2025
Q4 		$385K Sell
17,092
-7,097
-29% -$155K ﹤0.01% 6233
2025
Q3 		$536K Buy
24,189
+3,754
+18% +$83.2K ﹤0.01% 6041
2025
Q2 		$442K Buy
20,435
+3,798
+23% +$76K ﹤0.01% 6112
2025
Q1 		$307K Buy
16,637
+3,530
+27% +$70.1K ﹤0.01% 6222
2024
Q4 		$252K Buy
13,107
+3,460
+36% +$76K ﹤0.01% 6312
2024
Q3 		$221K Buy
9,647
+2,960
+44% +$63.2K ﹤0.01% 5796
2024
Q2 		$131K Sell
6,687
-12,371
-65% -$244K ﹤0.01% 5975
2024
Q1 		$416K Sell
19,058
-1,881
-9% -$41.3K ﹤0.01% 5343
2023
Q4 		$469K Buy
20,939
+9,525
+83% +$180K ﹤0.01% 5160
2023
Q3 		$208K Sell
11,414
-122
-1% -$2.29K ﹤0.01% 5347
2023
Q2 		$207K Buy
11,536
+5,342
+86% +$86.6K ﹤0.01% 5452
2023
Q1 		$99.4K Sell
6,194
-4,902
-44% -$97.1K ﹤0.01% 5915
2022
Q4 		$259K Buy
11,096
+10,007
+919% +$227K ﹤0.01% 5243
2022
Q3 		$24K Hold
1,089
– – ﹤0.01% 7130
2022
Q2 		$26K Sell
1,089
-3,509
-76% -$89K ﹤0.01% 6544
2022
Q1 		$127K Sell
4,598
-2,933
-39% -$84.7K ﹤0.01% 5712
2021
Q4 		$221K Buy
7,531
+6,371
+549% +$200K ﹤0.01% 5595
2021
Q3 		$35K Buy
1,160
+71
+7% +$2.04K ﹤0.01% 6611
2021
Q2 		$32K Sell
1,089
-3,747
-77% -$117K ﹤0.01% 6845
2021
Q1 		$144K Buy
4,836
+1,941
+67% +$56.6K ﹤0.01% 5685
2020
Q4 		$79K Buy
2,895
+2,564
+775% +$61.7K ﹤0.01% 5842
2020
Q3 		$6K Sell
331
-4,986
-94% -$101K ﹤0.01% 7199
2020
Q2 		$105K Buy
5,317
+2,039
+62% +$36.7K ﹤0.01% 5257
2020
Q1 		$54K Sell
3,278
-1,360
-29% -$27.2K ﹤0.01% 5769
2019
Q4 		$106K Buy
+4,638
New +$102K ﹤0.01% 5966

Other funds holding ALRS

AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

UBS Group's ALRS Position: Q2 2026 in Review

UBS Group reduced its Alerus Financial (ALRS) stake by 55% in Q2 2026, selling an estimated $177K and leaving 5,263 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #6903.

UBS Group first reported a position in ALRS in Q4 2019 and has held it in 27 quarters since. The position peaked at $536K in Q3 2025. 161 funds tracked by Wall St. Rank hold ALRS as of Q2 2026.

  • UBS Group held 5,263 shares of Alerus Financial worth $164K as of Q2 2026.
  • UBS Group sold 6,427 Alerus Financial shares in Q2 2026, an estimated $177K.
  • Alerus Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6903 holding.
  • UBS Group first reported a position in Alerus Financial in Q4 2019 and has held it in 27 quarters since.
  • UBS Group's Alerus Financial position peaked at $536K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.