AE Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

AE Wealth Management’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	$247K	Buy	+3,006	New	+$237K	﹤0.01%	1599
2025 Q1	–	Sell	-3,296	Closed	-$275K	–	2285
2024 Q4	$275K	Buy	+3,296	New	+$290K	﹤0.01%	1137
2024 Q3	–	Sell	-43,309	Closed	-$2.72M	–	1331
2024 Q2	$2.72M	Sell	43,309 -298	-0.7%	-$18K	0.03%	452
2024 Q1	$2.8M	Buy	43,607 +3,085	+8%	+$189K	0.03%	415
2023 Q4	$2.73M	Buy	40,522 +14,997	+59%	+$757K	0.01%	800
2023 Q3	$1.17M	Buy	+25,525	New	+$1.21M	0.01%	1035
2019 Q3	–	Sell	-10,186	Closed	-$456K	–	1072
2019 Q2	$456K	Buy	10,186 +966	+10%	+$43.1K	0.01%	613
2019 Q1	$378K	Buy	9,220 +58	+0.6%	+$2.56K	0.03%	408
2018 Q4	$362K	Sell	9,162 -124	-1%	-$5.86K	0.06%	305
2018 Q3	$528K	Buy	+9,286	New	+$535K	0.03%	306

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 $3.38T AUM 44.17% 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

AE Wealth Management's WAL Position: Q2 2026 in Review

AE Wealth Management opened a new position in Western Alliance Bancorporation (WAL) in Q2 2026: 3,006 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1599 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in WAL as recently as Q4 2024.

AE Wealth Management first reported a position in WAL in Q3 2018 and has held it in 10 quarters since. The position peaked at $2.8M in Q1 2024. 497 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

AE Wealth Management held 3,006 shares of Western Alliance Bancorporation worth $247K as of Q2 2026.
Western Alliance Bancorporation was a new AE Wealth Management position in Q2 2026.
Western Alliance Bancorporation made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1599 holding.
AE Wealth Management first reported a position in Western Alliance Bancorporation in Q3 2018 and has held it in 10 quarters since.
AE Wealth Management's Western Alliance Bancorporation position peaked at $2.8M in Q1 2024.
497 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

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