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AR
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
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
DAM
Davis Asset Management
Sausalito, California
$3.46B AUM
9.77%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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