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Applied Finance Capital Management’s Western Alliance Bancorporation WAL Stock Holding History

Applied Finance Capital 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
2025
Q3 		– Sell
-2,940
Closed -$229K – 325
2025
Q2 		$229K Buy
+2,940
New +$211K 0.02% 292

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Applied Finance Capital Management's WAL Position: Q3 2025 in Review

Applied Finance Capital Management sold out of Western Alliance Bancorporation (WAL) in Q3 2025, closing a stake of 2,940 shares — an estimated $229K sold.

Applied Finance Capital Management first reported a position in WAL in Q2 2025 and held it in 1 quarter. The position peaked at $229K in Q2 2025. 440 funds tracked by Wall St. Rank hold WAL as of Q3 2025.

  • Applied Finance Capital Management reported no remaining Western Alliance Bancorporation position as of Q3 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 2,940 Western Alliance Bancorporation shares in Q3 2025, an estimated $229K.
  • Applied Finance Capital Management first reported a position in Western Alliance Bancorporation in Q2 2025 and held it in 1 quarter.
  • Applied Finance Capital Management's Western Alliance Bancorporation position peaked at $229K in Q2 2025.
  • 440 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2025.

Based on Applied Finance Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.