Caerus Investment Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Caerus Investment Advisors’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	$396K	Buy	+4,822	New	+$381K	0.13%	142

Other funds holding WAL

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Caerus Investment Advisors's WAL Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Western Alliance Bancorporation (WAL) in Q2 2026: 4,822 shares worth $396K. The stake represents 0.13% of the portfolio and ranks #142 among its holdings.

495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

Caerus Investment Advisors held 4,822 shares of Western Alliance Bancorporation worth $396K as of Q2 2026.
Western Alliance Bancorporation was a new Caerus Investment Advisors position in Q2 2026.
Western Alliance Bancorporation made up 0.13% of Caerus Investment Advisors's portfolio in Q2 2026, its #142 holding.
495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.