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 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

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

Capital Advisors Ltd's WAL Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in Western Alliance Bancorporation (WAL) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1593 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in WAL as recently as Q1 2024.

Capital Advisors Ltd first reported a position in WAL in Q4 2021 and has held it in 11 quarters since. The position peaked at $136K in Q1 2022. 497 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

Capital Advisors Ltd held 1 share of Western Alliance Bancorporation worth $0 as of Q2 2026.
Western Alliance Bancorporation was a new Capital Advisors Ltd position in Q2 2026.
Western Alliance Bancorporation made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1593 holding.
Capital Advisors Ltd first reported a position in Western Alliance Bancorporation in Q4 2021 and has held it in 11 quarters since.
Capital Advisors Ltd's Western Alliance Bancorporation position peaked at $136K in Q1 2022.
497 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.