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Caprock Group’s Western Alliance Bancorporation WAL Stock Holding History

Caprock Group’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
-9,796
Closed -$824K – 1309
2025
Q4 		$824K Buy
9,796
+7,267
+287% +$590K 0.02% 656
2025
Q3 		$226K Buy
+2,529
New +$214K 0.01% 1025

Other funds holding WAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caprock Group's WAL Position: Q1 2026 in Review

Caprock Group sold out of Western Alliance Bancorporation (WAL) in Q1 2026, closing a stake of 9,796 shares — an estimated $824K sold.

Caprock Group first reported a position in WAL in Q3 2025 and held it in 2 quarters. The position peaked at $824K in Q4 2025. 444 funds tracked by Wall St. Rank hold WAL as of Q1 2026.

  • Caprock Group reported no remaining Western Alliance Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 9,796 Western Alliance Bancorporation shares in Q1 2026, an estimated $824K.
  • Caprock Group first reported a position in Western Alliance Bancorporation in Q3 2025 and held it in 2 quarters.
  • Caprock Group's Western Alliance Bancorporation position peaked at $824K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.