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Advisory Research’s Western Alliance Bancorporation WAL Stock Holding History

Advisory Research’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 		$2.15M Sell
26,098
-65
-0.2% -$5.13K 0.21% 72
2026
Q1 		$1.85M Sell
26,163
-642
-2% -$53.5K 0.23% 74
2025
Q4 		$2.25M Sell
26,805
-19,855
-43% -$1.61M 0.28% 69
2025
Q3 		$4.05M Buy
46,660
+1,830
+4% +$155K 0.53% 38
2025
Q2 		$3.5M Sell
44,830
-18,679
-29% -$1.34M 0.54% 42
2025
Q1 		$4.88M Sell
63,509
-88,520
-58% -$7.44M 0.86% 33
2024
Q4 		$12.7M Buy
152,029
+52,440
+53% +$4.61M 2.11% 13
2024
Q3 		$8.61M Buy
99,589
+85,843
+624% +$6.61M 1.53% 24
2024
Q2 		$864K Buy
13,746
+902
+7% +$54.6K 0.16% 113
2024
Q1 		$824K Sell
12,844
-5,339
-29% -$328K 0.16% 110
2023
Q4 		$1.2M Sell
18,183
-1,520
-8% -$76.7K 0.18% 143
2023
Q3 		$906K Buy
19,703
+10,758
+120% +$508K 0.13% 206
2023
Q2 		$326K Buy
+8,945
New +$310K 0.04% 363
2022
Q3 		– Sell
-4,932
Closed -$348K – 409
2022
Q2 		$348K Buy
4,932
+1,040
+27% +$79.6K 0.03% 265
2022
Q1 		$322K Sell
3,892
-1,505
-28% -$147K 0.03% 300
2021
Q4 		$581K Buy
5,397
+848
+19% +$95.5K 0.05% 242
2021
Q3 		$495K Buy
4,549
+741
+19% +$72.1K 0.03% 250
2021
Q2 		$354K Sell
3,808
-148
-4% -$14.7K 0.02% 297
2021
Q1 		$374K Buy
+3,956
New +$328K 0.03% 292

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

Advisory Research's WAL Position: Q2 2026 in Review

Advisory Research reduced its Western Alliance Bancorporation (WAL) stake by 0.25% in Q2 2026, selling an estimated $5.13K and leaving 26,098 shares worth $2.15M. The position accounts for 0.21% of the portfolio, ranked #72.

Advisory Research first reported a position in WAL in Q1 2021 and has held it in 19 quarters since. The position peaked at $12.7M in Q4 2024. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Advisory Research held 26,098 shares of Western Alliance Bancorporation worth $2.15M as of Q2 2026.
  • Advisory Research sold 65 Western Alliance Bancorporation shares in Q2 2026, an estimated $5.13K.
  • Western Alliance Bancorporation made up 0.21% of Advisory Research's portfolio in Q2 2026, its #72 holding.
  • Advisory Research first reported a position in Western Alliance Bancorporation in Q1 2021 and has held it in 19 quarters since.
  • Advisory Research's Western Alliance Bancorporation position peaked at $12.7M in Q4 2024.
  • 495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.