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AssuredPartners Investment Advisors’s Western Alliance Bancorporation WAL Stock Holding History

AssuredPartners Investment Advisors’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 		$689K Buy
9,426
+1,979
+27% +$165K 0.07% 215
2025
Q4 		$626K Sell
7,447
-46
-0.6% -$3.73K 0.09% 183
2025
Q3 		$650K Buy
7,493
+306
+4% +$25.9K 0.14% 112
2025
Q2 		$560K Buy
7,187
+271
+4% +$19.5K 0.14% 116
2025
Q1 		$531K Buy
6,916
+63
+0.9% +$5.29K 0.1% 191
2024
Q4 		$573K Buy
+6,853
New +$603K 0.11% 185

Other funds holding WAL

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssuredPartners Investment Advisors's WAL Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Western Alliance Bancorporation (WAL) stake by 27% in Q1 2026, buying an estimated $165K and bringing the position to 9,426 shares worth $689K. The position accounts for 0.07% of the portfolio, ranked #215.

AssuredPartners Investment Advisors first reported a position in WAL in Q4 2024 and has held it in 6 quarters since. 444 funds tracked by Wall St. Rank hold WAL as of Q1 2026.

  • AssuredPartners Investment Advisors held 9,426 shares of Western Alliance Bancorporation worth $689K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 1,979 Western Alliance Bancorporation shares in Q1 2026, an estimated $165K.
  • Western Alliance Bancorporation made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #215 holding.
  • AssuredPartners Investment Advisors first reported a position in Western Alliance Bancorporation in Q4 2024 and has held it in 6 quarters since.
  • 444 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.