Atria Wealth Solutions’s Western Alliance Bancorporation WAL Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-13,166	Closed	-$1.01M	–	1922
2025 Q1	$1.01M	Sell	13,166 -2,799	-18%	-$235K	0.01%	893
2024 Q4	$1.33M	Sell	15,965 -1,550	-9%	-$136K	0.01%	810
2024 Q3	$1.51M	Sell	17,515 -199	-1%	-$15.3K	0.02%	746
2024 Q2	$1.11M	Sell	17,714 -199	-1%	-$12K	0.01%	850
2024 Q1	$1.15M	Sell	17,913 -949	-5%	-$58.2K	0.01%	851
2023 Q4	$1.24M	Sell	18,862 -99	-0.5%	-$4.99K	0.02%	779
2023 Q3	$872K	Buy	+18,961	New	+$895K	0.01%	880

Other funds holding WAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Atria Wealth Solutions's WAL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Western Alliance Bancorporation (WAL) in Q2 2025, closing a stake of 13,166 shares — an estimated $1.01M sold.

Atria Wealth Solutions first reported a position in WAL in Q3 2023 and held it in 7 quarters. The position peaked at $1.51M in Q3 2024. 440 funds tracked by Wall St. Rank hold WAL as of Q2 2025.

Atria Wealth Solutions reported no remaining Western Alliance Bancorporation position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 13,166 Western Alliance Bancorporation shares in Q2 2025, an estimated $1.01M.
Atria Wealth Solutions first reported a position in Western Alliance Bancorporation in Q3 2023 and held it in 7 quarters.
Atria Wealth Solutions's Western Alliance Bancorporation position peaked at $1.51M in Q3 2024.
440 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.