BFSG LLC’s Western Alliance Bancorporation WAL Stock Holding History

BFSG LLC’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	$383K	Hold	4,658	–	–	0.03%	217
2026 Q1	$330K	Buy	+4,658	New	+$388K	0.03%	215
2022 Q4	–	Sell	-9,593	Closed	-$631K	–	194
2022 Q3	$631K	Sell	9,593 -3,840	-29%	-$291K	0.13%	134
2022 Q2	$948K	Sell	13,433 -315	-2%	-$24.1K	0.17%	124
2022 Q1	$1.14M	Buy	13,748 +1,455	+12%	+$142K	0.18%	112
2021 Q4	$1.32M	Buy	12,293 +3,203	+35%	+$361K	0.18%	121
2021 Q3	$989K	Buy	+9,090	New	+$885K	0.15%	139

Other funds holding WAL

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BFSG LLC's WAL Position: Q2 2026 in Review

BFSG LLC held its Western Alliance Bancorporation (WAL) position steady in Q2 2026 at 4,658 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #217.

BFSG LLC first reported a position in WAL in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2021. 56 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

BFSG LLC held 4,658 shares of Western Alliance Bancorporation worth $383K as of Q2 2026.
BFSG LLC left its Western Alliance Bancorporation share count unchanged in Q2 2026.
Western Alliance Bancorporation made up 0.03% of BFSG LLC's portfolio in Q2 2026, its #217 holding.
BFSG LLC first reported a position in Western Alliance Bancorporation in Q3 2021 and has held it in 7 quarters since.
BFSG LLC's Western Alliance Bancorporation position peaked at $1.32M in Q4 2021.
56 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.