Action Point Financial Planning’s Western Alliance Bancorporation WAL Stock Holding History

Action Point Financial Planning’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 Q2	$11.3K	Buy	+139	New	+$11K	﹤0.01%	1398

Other funds holding WAL

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Action Point Financial Planning's WAL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Western Alliance Bancorporation (WAL) in Q2 2026: 139 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #1398 among its holdings.

492 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

Action Point Financial Planning held 139 shares of Western Alliance Bancorporation worth $11.3K as of Q2 2026.
Western Alliance Bancorporation was a new Action Point Financial Planning position in Q2 2026.
Western Alliance Bancorporation made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1398 holding.
492 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.