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Bogart Wealth LLC’s Western Alliance Bancorporation WAL Stock Holding History

Bogart Wealth 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 		$14.1K Buy
171
+119
+229% +$9.39K ﹤0.01% 908
2026
Q1 		$3.68K Buy
52
+46
+767% +$3.83K ﹤0.01% 1138
2025
Q4 		$504 Buy
+6
New +$487 ﹤0.01% 1473
2025
Q2 		– Sell
-6
Closed -$461 – 1545
2025
Q1 		$461 Buy
+6
New +$504 ﹤0.01% 1307

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

Bogart Wealth LLC's WAL Position: Q2 2026 in Review

Bogart Wealth LLC increased its Western Alliance Bancorporation (WAL) stake by 229% in Q2 2026, buying an estimated $9.39K and bringing the position to 171 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Bogart Wealth LLC first reported a position in WAL in Q1 2025 and has held it in 4 quarters since. 497 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Bogart Wealth LLC held 171 shares of Western Alliance Bancorporation worth $14.1K as of Q2 2026.
  • Bogart Wealth LLC bought 119 Western Alliance Bancorporation shares in Q2 2026, an estimated $9.39K.
  • Western Alliance Bancorporation made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #908 holding.
  • Bogart Wealth LLC first reported a position in Western Alliance Bancorporation in Q1 2025 and has held it in 4 quarters since.
  • 497 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.