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Cassaday & Co Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Cassaday & Co Wealth Management’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 		– Sell
-190
Closed -$13.5K – 1435
2026
Q1 		$13.5K Buy
+190
New +$15.8K ﹤0.01% 839

Other funds holding WAL

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T. Rowe Price Associates
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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

Cassaday & Co Wealth Management's WAL Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q2 2026, closing a stake of 190 shares — an estimated $13.5K sold.

Cassaday & Co Wealth Management first reported a position in WAL in Q1 2026 and held it in 1 quarter. The position peaked at $13.5K in Q1 2026. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Western Alliance Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 190 Western Alliance Bancorporation shares in Q2 2026, an estimated $13.5K.
  • Cassaday & Co Wealth Management first reported a position in Western Alliance Bancorporation in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Western Alliance Bancorporation position peaked at $13.5K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.