BTI
WAL icon

Blue Trust Inc’s Western Alliance Bancorporation WAL Stock Holding History

Blue Trust Inc’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
-108
Closed -$8.3K – 2615
2025
Q1 		$8.3K Hold
108
– – ﹤0.01% 1973
2024
Q4 		$9.02K Sell
108
-399
-79% -$35.1K ﹤0.01% 1975
2024
Q3 		$31.9K Buy
507
+187
+58% +$14.4K ﹤0.01% 1755
2024
Q2 		$20.5K Buy
320
+224
+233% +$13.5K ﹤0.01% 1648
2024
Q1 		$6.16K Sell
96
-41
-30% -$2.52K ﹤0.01% 1578
2023
Q4 		$7K Sell
137
-567
-81% -$28.6K ﹤0.01% 1738
2023
Q3 		$26K Buy
704
+64
+10% +$3.02K ﹤0.01% 1091
2023
Q2 		$23K Hold
640
– – ﹤0.01% 1004
2023
Q1 		$38K Sell
640
-32
-5% -$1.96K ﹤0.01% 1137
2022
Q4 		$44K Buy
672
+346
+106% +$22.4K ﹤0.01% 978
2022
Q3 		$23K Buy
326
+6
+2% +$455 ﹤0.01% 1043
2022
Q2 		$27K Buy
+320
New +$24.5K ﹤0.01% 875

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
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

Blue Trust Inc's WAL Position: Q2 2025 in Review

Blue Trust Inc sold out of Western Alliance Bancorporation (WAL) in Q2 2025, closing a stake of 108 shares — an estimated $8.3K sold.

Blue Trust Inc first reported a position in WAL in Q2 2022 and held it in 12 quarters. The position peaked at $44K in Q4 2022. 440 funds tracked by Wall St. Rank hold WAL as of Q2 2025.

  • Blue Trust Inc reported no remaining Western Alliance Bancorporation position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 108 Western Alliance Bancorporation shares in Q2 2025, an estimated $8.3K.
  • Blue Trust Inc first reported a position in Western Alliance Bancorporation in Q2 2022 and held it in 12 quarters.
  • Blue Trust Inc's Western Alliance Bancorporation position peaked at $44K in Q4 2022.
  • 440 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.