Wealth Enhancement Advisory Services
ALRS icon

Wealth Enhancement Advisory Services’s Alerus Financial ALRS Stock Holding History

Wealth Enhancement Advisory Services’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 		$520K Buy
16,615
+2,869
+21% +$78.8K ﹤0.01% 2650
2026
Q1 		$328K Buy
13,746
+1,050
+8% +$25.5K ﹤0.01% 2684
2025
Q4 		$297K Buy
12,696
+608
+5% +$13.3K ﹤0.01% 2930
2025
Q3 		$263K Buy
12,088
+3,284
+37% +$72.8K ﹤0.01% 2898
2025
Q2 		$201K Buy
+8,804
New +$176K ﹤0.01% 2996

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

Wealth Enhancement Advisory Services's ALRS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Alerus Financial (ALRS) stake by 21% in Q2 2026, buying an estimated $78.8K and bringing the position to 16,615 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #2650.

Wealth Enhancement Advisory Services first reported a position in ALRS in Q2 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold ALRS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,615 shares of Alerus Financial worth $520K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,869 Alerus Financial shares in Q2 2026, an estimated $78.8K.
  • Alerus Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2650 holding.
  • Wealth Enhancement Advisory Services first reported a position in Alerus Financial in Q2 2025 and has held it in 5 quarters since.
  • 161 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.