CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Western Alliance Bancorporation WAL Stock Holding History

CAPTRUST Financial 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 		$1.26M Buy
17,738
+5,016
+39% +$418K ﹤0.01% 1477
2025
Q4 		$1.07M Buy
12,722
+1,104
+10% +$89.6K ﹤0.01% 1467
2025
Q3 		$1.01M Buy
11,618
+4,430
+62% +$375K ﹤0.01% 1423
2025
Q2 		$561K Buy
7,188
+317
+5% +$22.8K ﹤0.01% 1657
2025
Q1 		$528K Buy
6,871
+108
+2% +$9.07K ﹤0.01% 1611
2024
Q4 		$565K Sell
6,763
-749
-10% -$65.9K ﹤0.01% 1542
2024
Q3 		$650K Buy
7,512
+758
+11% +$58.3K ﹤0.01% 1439
2024
Q2 		$424K Buy
6,754
+510
+8% +$30.8K ﹤0.01% 1592
2024
Q1 		$401K Sell
6,244
-4,190
-40% -$257K ﹤0.01% 1608
2023
Q4 		$686K Buy
10,434
+964
+10% +$48.6K ﹤0.01% 1508
2023
Q3 		$435K Buy
9,470
+656
+7% +$31K ﹤0.01% 1733
2023
Q2 		$321K Buy
8,814
+2,012
+30% +$69.8K ﹤0.01% 1913
2023
Q1 		$242K Sell
6,802
-568
-8% -$34.8K ﹤0.01% 1915
2022
Q4 		$439K Sell
7,370
-262
-3% -$17K ﹤0.01% 1404
2022
Q3 		$502K Sell
7,632
-641,751
-99% -$48.6M ﹤0.01% 1248
2022
Q2 		$45.8M Buy
649,383
+580
+0.1% +$44.4K 0.3% 76
2022
Q1 		$53.7M Sell
648,803
-21
-0% -$2.06K 0.35% 68
2021
Q4 		$69.8M Sell
648,824
-9,550
-1% -$1.07M 0.48% 44
2021
Q3 		$71.6M Buy
658,374
+653,353
+13,012% +$63.6M 0.6% 34
2021
Q2 		$466K Sell
5,021
-77
-2% -$7.63K ﹤0.01% 1019
2021
Q1 		$481K Buy
5,098
+2,569
+102% +$213K 0.01% 967
2020
Q4 		$152K Hold
2,529
– – ﹤0.01% 1317
2020
Q3 		$81K Sell
2,529
-2,875
-53% -$102K ﹤0.01% 1431
2020
Q2 		$193K Sell
5,404
-1,040
-16% -$36.4K ﹤0.01% 1052
2020
Q1 		$187K Sell
6,444
-3,016
-32% -$144K ﹤0.01% 885
2019
Q4 		$546K Buy
+9,460
New +$483K 0.01% 659
2018
Q3 		– Sell
-6
Closed – – 1717
2018
Q2 		$0 Buy
+6
New +$360 ﹤0.01% 1615

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

CAPTRUST Financial Advisors's WAL Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Western Alliance Bancorporation (WAL) stake by 39% in Q1 2026, buying an estimated $418K and bringing the position to 17,738 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

CAPTRUST Financial Advisors first reported a position in WAL in Q2 2018 and has held it in 27 quarters since. The position peaked at $71.6M in Q3 2021. 444 funds tracked by Wall St. Rank hold WAL as of Q1 2026.

  • CAPTRUST Financial Advisors held 17,738 shares of Western Alliance Bancorporation worth $1.26M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 5,016 Western Alliance Bancorporation shares in Q1 2026, an estimated $418K.
  • Western Alliance Bancorporation made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1477 holding.
  • CAPTRUST Financial Advisors first reported a position in Western Alliance Bancorporation in Q2 2018 and has held it in 27 quarters since.
  • CAPTRUST Financial Advisors's Western Alliance Bancorporation position peaked at $71.6M in Q3 2021.
  • 444 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2026.

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