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

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CCM

Chiron Capital Management Tallahassee, Florida $111M AUM

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 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. 19 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.
19 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.