140 Summer Partners’s Western Alliance Bancorporation WAL Stock Holding History

140 Summer Partners’s Portfolio WAL Stock Details WAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-780,978	Closed	-$60.9M	–	25
2025 Q2	$60.9M	Buy	+780,978	New	+$56.1M	6.98%	6
2025 Q1	–	Sell	-119,845	Closed	-$10M	–	24
2024 Q4	$10M	Sell	119,845 -798,711	-87%	-$70.3M	1.2%	16
2024 Q3	$79.4M	Sell	918,556 -230,700	-20%	-$17.8M	8.56%	3
2024 Q2	$72.2M	Sell	1,149,256 -31,000	-3%	-$1.87M	8.69%	4
2024 Q1	$75.8M	Buy	1,180,256 +98,341	+9%	+$6.03M	9.4%	3
2023 Q4	$71.2M	Sell	1,081,915 -139,133	-11%	-$7.02M	12.26%	2
2023 Q3	$56.1M	Buy	1,221,048 +108,789	+10%	+$5.14M	10.95%	3
2023 Q2	$40.6M	Buy	1,112,259 +659,759	+146%	+$22.9M	9.01%	7
2023 Q1	$16.1M	Buy	+452,500	New	+$27.7M	2.88%	12

Other funds holding WAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

140 Summer Partners's WAL Position: Q3 2025 in Review

140 Summer Partners sold out of Western Alliance Bancorporation (WAL) in Q3 2025, closing a stake of 780,978 shares — an estimated $60.9M sold.

140 Summer Partners first reported a position in WAL in Q1 2023 and held it in 9 quarters. The position peaked at $79.4M in Q3 2024. 440 funds tracked by Wall St. Rank hold WAL as of Q3 2025.

140 Summer Partners reported no remaining Western Alliance Bancorporation position as of Q3 2025 after selling out during the quarter.
140 Summer Partners sold 780,978 Western Alliance Bancorporation shares in Q3 2025, an estimated $60.9M.
140 Summer Partners first reported a position in Western Alliance Bancorporation in Q1 2023 and held it in 9 quarters.
140 Summer Partners's Western Alliance Bancorporation position peaked at $79.4M in Q3 2024.
440 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2025.

Based on 140 Summer Partners's 13F filing for Q3 2025, filed 14 Nov 2025.