FORTRESS FINANCIAL GROUP, LLC

Position in ALRS — Alerus Financial Corp

CIK 2054451 ROCHESTER, MN

Position in ALRS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,063,298

+$490,946 QoQ

Shares Held

66,344

+0.0% QoQ

Ownership

0.266%

of shares outstanding

% of Portfolio

5.81%

of 13F equity value

Holder Rank

#42

of 159 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FORTRESS FINANCIAL GROUP, LLC holds $3,115,806 across 4 Banks - Regional names. ALRS ranks #1 (66.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALRS	Alerus Financial Corp This page	66,344	$2,063,298
2	KEY	Keycorp /New/	17,726	$408,584
3	RF	Regions Financial Corp	11,079	$334,585
4	WTBA	West Bancorporation Inc	11,660	$309,339

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,063,298	66,344	+0.0%	Shares	Sole	2026-08-12
2026-03-31	$1,572,352	66,316	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$1,516,474	67,339	+0.1%	Shares	Sole	2026-01-23
2025-09-30	$1,489,933	67,296	-21.4%	Shares	Sole	2025-11-06
2025-06-30	$1,852,881	85,623	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$1,575,505	85,347	+0.3%	Shares	Sole	2025-04-11
2024-12-31	$1,637,689	85,119	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.