ALERUS FINANCIAL NA

Position in JEF — Jefferies Financial Group Inc.

CIK 919458 GRAND FORKS, ND

Position in JEF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$149

+$26 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#575

of 581 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ALERUS FINANCIAL NA holds $7,508,195 across 5 Capital Markets names. JEF ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	31,269	$2,885,190
2	MS	Morgan Stanley	12,773	$2,670,067
3	GS	Goldman Sachs Group Inc	1,930	$1,951,944
4	LPLA	LPL Financial Holdings Inc.	3	$845
5	JEF	Jefferies Financial Group Inc. This page	3	$149

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$149	3	0.0%	Shares	Sole	2026-08-14
2026-03-31	$123	3	-99.3%	Shares	Sole	2026-05-12
2025-12-31	$27,762	448	-10.0%	Shares	Sole	2026-02-13
2025-09-30	$32,579	498	-13.8%	Shares	Sole	2025-11-10
2025-06-30	$31,610	578	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.