Burns Matteson Capital Management’s Western Alliance Bancorporation WAL Stock Holding History

Burns Matteson Capital Management’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 Q1	–	Sell	-6,429	Closed	-$540K	–	239
2025 Q4	$540K	Buy	+6,429	New	+$522K	0.19%	97
2024 Q1	–	Sell	-13,703	Closed	-$903K	–	179
2023 Q4	$903K	Buy	+13,703	New	+$691K	0.63%	31
2023 Q1	–	Sell	-8,268	Closed	-$492K	–	180
2022 Q4	$492K	Buy	+8,268	New	+$536K	0.33%	95

Other funds holding WAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Burns Matteson Capital Management's WAL Position: Q1 2026 in Review

Burns Matteson Capital Management sold out of Western Alliance Bancorporation (WAL) in Q1 2026, closing a stake of 6,429 shares — an estimated $540K sold.

Burns Matteson Capital Management first reported a position in WAL in Q4 2022 and held it in 3 quarters. The position peaked at $903K in Q4 2023. 445 funds tracked by Wall St. Rank hold WAL as of Q1 2026.

Burns Matteson Capital Management reported no remaining Western Alliance Bancorporation position as of Q1 2026 after selling out during the quarter.
Burns Matteson Capital Management sold 6,429 Western Alliance Bancorporation shares in Q1 2026, an estimated $540K.
Burns Matteson Capital Management first reported a position in Western Alliance Bancorporation in Q4 2022 and held it in 3 quarters.
Burns Matteson Capital Management's Western Alliance Bancorporation position peaked at $903K in Q4 2023.
445 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2026.

Based on Burns Matteson Capital Management's 13F filing for Q1 2026, filed 15 May 2026.