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Alliance Wealth Advisors (Utah)’s Western Alliance Bancorporation WAL Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q4 		– Sell
-8,896
Closed -$771K – 298
2025
Q3 		$771K Buy
8,896
+551
+7% +$46.7K 0.18% 139
2025
Q2 		$651K Buy
8,345
+197
+2% +$14.2K 0.16% 133
2025
Q1 		$626K Buy
8,148
+256
+3% +$21.5K 0.16% 136
2024
Q4 		$659K Buy
+7,892
New +$694K 0.17% 135

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s WAL Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Western Alliance Bancorporation (WAL) in Q4 2025, closing a stake of 8,896 shares — an estimated $771K sold.

Alliance Wealth Advisors (Utah) first reported a position in WAL in Q4 2024 and held it in 4 quarters. The position peaked at $771K in Q3 2025. 442 funds tracked by Wall St. Rank hold WAL as of Q4 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Western Alliance Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 8,896 Western Alliance Bancorporation shares in Q4 2025, an estimated $771K.
  • Alliance Wealth Advisors (Utah) first reported a position in Western Alliance Bancorporation in Q4 2024 and held it in 4 quarters.
  • Alliance Wealth Advisors (Utah)'s Western Alliance Bancorporation position peaked at $771K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.