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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
Q2 		$794K Buy
9,654
+228
+2% +$18K 0.08% 211
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

AssuredPartners Investment Advisors's WAL Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Western Alliance Bancorporation (WAL) stake by 2.4% in Q2 2026, buying an estimated $18K and bringing the position to 9,654 shares worth $794K. The position accounts for 0.08% of the portfolio, ranked #211.

AssuredPartners Investment Advisors first reported a position in WAL in Q4 2024 and has held it in 7 quarters since. 497 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • AssuredPartners Investment Advisors held 9,654 shares of Western Alliance Bancorporation worth $794K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 228 Western Alliance Bancorporation shares in Q2 2026, an estimated $18K.
  • Western Alliance Bancorporation made up 0.08% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #211 holding.
  • AssuredPartners Investment Advisors first reported a position in Western Alliance Bancorporation in Q4 2024 and has held it in 7 quarters since.
  • 497 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.