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

Capstone 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 Q1	$1.41M	Buy	+19,963	New	+$1.66M	﹤0.01%	740
2025 Q4	–	Sell	-5,411	Closed	-$469K	–	2093
2025 Q3	$469K	Buy	+5,411	New	+$459K	﹤0.01%	1417
2018 Q1	–	Sell	-4,800	Closed	-$271K	–	552
2017 Q4	$271K	Buy	+4,800	New	+$267K	0.01%	382
2017 Q2	–	Sell	-5,300	Closed	-$260K	–	961
2017 Q1	$260K	Buy	+5,300	New	+$265K	0.01%	736
2016 Q3	–	Sell	-12,000	Closed	-$391K	–	927
2016 Q2	$391K	Buy	+12,000	New	+$421K	0.01%	521

Other funds holding WAL

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Capstone Investment Advisors's WAL Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Western Alliance Bancorporation (WAL) in Q1 2026: 19,963 shares worth $1.41M. The stake represents ﹤0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in WAL as recently as Q3 2025.

Capstone Investment Advisors first reported a position in WAL in Q2 2016 and has held it in 5 quarters since. 445 funds tracked by Wall St. Rank hold WAL as of Q1 2026.

Capstone Investment Advisors held 19,963 shares of Western Alliance Bancorporation worth $1.41M as of Q1 2026.
Western Alliance Bancorporation was a new Capstone Investment Advisors position in Q1 2026.
Western Alliance Bancorporation made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #740 holding.
Capstone Investment Advisors first reported a position in Western Alliance Bancorporation in Q2 2016 and has held it in 5 quarters since.
445 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.