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Acumen Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Acumen Wealth Advisors’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 		$22.9K Hold
279
– – ﹤0.01% 225
2026
Q1 		$19.8K Buy
279
+157
+129% +$13.1K 0.01% 223
2025
Q4 		$10.3K Buy
+122
New +$9.91K ﹤0.01% 298

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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

Acumen Wealth Advisors's WAL Position: Q2 2026 in Review

Acumen Wealth Advisors held its Western Alliance Bancorporation (WAL) position steady in Q2 2026 at 279 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Acumen Wealth Advisors first reported a position in WAL in Q4 2025 and has held it in 3 quarters since. 493 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Acumen Wealth Advisors held 279 shares of Western Alliance Bancorporation worth $22.9K as of Q2 2026.
  • Acumen Wealth Advisors left its Western Alliance Bancorporation share count unchanged in Q2 2026.
  • Western Alliance Bancorporation made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #225 holding.
  • Acumen Wealth Advisors first reported a position in Western Alliance Bancorporation in Q4 2025 and has held it in 3 quarters since.
  • 493 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.