Avantax Advisory Services’s Western Alliance Bancorporation WAL Stock Holding History

Avantax Advisory Services’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	$259K	Buy	+3,324	New	+$239K	﹤0.01%	2026

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 $3.38T AUM 44.17% 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

Avantax Advisory Services's WAL Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Western Alliance Bancorporation (WAL) in Q2 2025: 3,324 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #2026 among its holdings.

440 funds tracked by Wall St. Rank hold WAL as of Q2 2025.

Avantax Advisory Services held 3,324 shares of Western Alliance Bancorporation worth $259K as of Q2 2025.
Western Alliance Bancorporation was a new Avantax Advisory Services position in Q2 2025.
Western Alliance Bancorporation made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2026 holding.
440 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.