Superior Planning, LLC’s Western Alliance Bancorporation WAL Stock Holding History

Superior Planning, LLC’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
2026 Q3	$300	Buy	+4	New	+$321	﹤0.01%	1980

Other funds holding WAL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's WAL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Western Alliance Bancorporation (WAL) in Q3 2026: 4 shares worth $300. The stake represents ﹤0.01% of the portfolio and ranks #1980 among its holdings.

320 funds tracked by Wall St. Rank hold WAL as of Q3 2026.

Superior Planning, LLC held 4 shares of Western Alliance Bancorporation worth $300 as of Q3 2026.
Western Alliance Bancorporation was a new Superior Planning, LLC position in Q3 2026.
Western Alliance Bancorporation made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1980 holding.
320 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.