Carson Wealth (CWM LLC)’s Western Alliance Bancorporation WAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.28M Buy
18,022
+12,242
+212% +$1.02M ﹤0.01% 1408
2025
Q4
$486K Buy
5,780
+3,409
+144% +$277K ﹤0.01% 1945
2025
Q3
$206K Sell
2,371
-104
-4% -$8.81K ﹤0.01% 2421
2025
Q2
$193K Sell
2,475
-59
-2% -$4.24K ﹤0.01% 2211
2025
Q1
$195K Sell
2,534
-164
-6% -$13.8K ﹤0.01% 1939
2024
Q4
$225K Sell
2,698
-56
-2% -$4.93K ﹤0.01% 1755
2024
Q3
$238K Sell
2,754
-2,636
-49% -$203K ﹤0.01% 1669
2024
Q2
$339K Sell
5,390
-539
-9% -$32.6K ﹤0.01% 1341
2024
Q1
$381K Buy
5,929
+128
+2% +$7.86K ﹤0.01% 1230
2023
Q4
$382K Buy
5,801
+62
+1% +$3.13K ﹤0.01% 1164
2023
Q3
$264K Buy
5,739
+33
+0.6% +$1.56K ﹤0.01% 1198
2023
Q2
$208K Buy
5,706
+464
+9% +$16.1K ﹤0.01% 1235
2023
Q1
$186K Buy
5,242
+899
+21% +$55.1K ﹤0.01% 1224
2022
Q4
$259K Buy
4,343
+154
+4% +$9.97K ﹤0.01% 1011
2022
Q3
$275K Sell
4,189
-74
-2% -$5.61K ﹤0.01% 936
2022
Q2
$301K Sell
4,263
-2,215
-34% -$169K ﹤0.01% 893
2022
Q1
$536K Buy
6,478
+1,414
+28% +$138K ﹤0.01% 714
2021
Q4
$545K Buy
+5,064
New +$570K ﹤0.01% 704
2021
Q2
$393K Hold
4,228
﹤0.01% 721
2021
Q1
$393K Hold
4,228
﹤0.01% 721
2020
Q4
$393K Hold
4,228
﹤0.01% 721
2020
Q3
$393K Hold
4,228
﹤0.01% 721
2020
Q2
$393K Hold
4,228
﹤0.01% 721
2020
Q1
$393K Hold
4,228
﹤0.01% 721
2019
Q4
$393K Hold
4,228
﹤0.01% 721
2019
Q3
$393K Hold
4,228
﹤0.01% 721
2019
Q2
$393K Hold
4,228
﹤0.01% 721
2019
Q1
$393K Buy
4,228
+481
+13% +$21.2K ﹤0.01% 721
2018
Q4
$148K Hold
3,747
﹤0.01% 658
2018
Q3
$213K Buy
3,747
+187
+5% +$10.8K 0.01% 508
2018
Q2
$202K Buy
3,560
+560
+19% +$33.6K 0.01% 422
2018
Q1
$174K Hold
3,000
0.01% 383
2017
Q4
$170K Hold
3,000
0.01% 366
2017
Q3
$159K Buy
+3,000
New +$147K 0.01% 354

Other funds holding WAL

Carson Wealth (CWM LLC)'s WAL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Western Alliance Bancorporation (WAL) stake by 212% in Q1 2026, buying an estimated $1.02M and bringing the position to 18,022 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Carson Wealth (CWM LLC) first reported a position in WAL in Q3 2017 and has held it in 34 quarters since. 447 funds tracked by Wall St. Rank hold WAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,022 shares of Western Alliance Bancorporation worth $1.28M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,242 Western Alliance Bancorporation shares in Q1 2026, an estimated $1.02M.
  • Western Alliance Bancorporation made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1408 holding.
  • Carson Wealth (CWM LLC) first reported a position in Western Alliance Bancorporation in Q3 2017 and has held it in 34 quarters since.
  • 447 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.