Capital Advisors Ltd’s Western Alliance Bancorporation WAL Stock Holding History

Capital Advisors Ltd’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 Q3	$0	Hold	1	–	–	﹤0.01%	1660
2026 Q2	$0	Buy	+1	New	+$79	﹤0.01%	1593
2024 Q2	–	Sell	-423	Closed	-$27K	–	1657
2024 Q1	$27K	Hold	423	–	–	﹤0.01%	542
2023 Q4	$28K	Hold	423	–	–	﹤0.01%	516
2023 Q3	$19K	Sell	423 -422	-50%	-$19.9K	﹤0.01%	570
2023 Q2	$31K	Hold	845	–	–	﹤0.01%	497
2023 Q1	$30K	Sell	845 -10	-1%	-$613	﹤0.01%	426
2022 Q4	$51K	Sell	855 -794	-48%	-$51.4K	0.01%	370
2022 Q3	$108K	Buy	1,649 +12	+0.7%	+$909	0.02%	299
2022 Q2	$116K	Hold	1,637	–	–	0.02%	292
2022 Q1	$136K	Buy	1,637 +419	+34%	+$41K	0.02%	283
2021 Q4	$131K	Buy	+1,218	New	+$137K	0.02%	276

Other funds holding WAL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Capital Advisors Ltd's WAL Position: Q3 2026 in Review

Capital Advisors Ltd held its Western Alliance Bancorporation (WAL) position steady in Q3 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Capital Advisors Ltd first reported a position in WAL in Q4 2021 and has held it in 12 quarters since. The position peaked at $136K in Q1 2022. 275 funds tracked by Wall St. Rank hold WAL as of Q3 2026.

Capital Advisors Ltd held 1 share of Western Alliance Bancorporation worth $0 as of Q3 2026.
Capital Advisors Ltd left its Western Alliance Bancorporation share count unchanged in Q3 2026.
Western Alliance Bancorporation made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1660 holding.
Capital Advisors Ltd first reported a position in Western Alliance Bancorporation in Q4 2021 and has held it in 12 quarters since.
Capital Advisors Ltd's Western Alliance Bancorporation position peaked at $136K in Q1 2022.
275 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.