Clearstead Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Clearstead 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 Q2	$71K	Buy	864 +830	+2,441%	+$65.5K	﹤0.01%	1386
2026 Q1	$2.41K	Sell	34 -377	-92%	-$31.4K	﹤0.01%	1866
2025 Q4	$34.6K	Buy	411 +243	+145%	+$19.7K	﹤0.01%	1539
2025 Q3	$14.6K	Hold	168	–	–	﹤0.01%	1780
2025 Q2	$13.1K	Buy	+168	New	+$12.1K	﹤0.01%	1791
2024 Q2	–	Sell	-1,523	Closed	-$96.1K	–	2076
2024 Q1	$96.1K	Hold	1,523	–	–	﹤0.01%	616
2023 Q4	$100K	Hold	1,523	–	–	0.01%	585
2023 Q3	$70K	Hold	1,523	–	–	﹤0.01%	633
2023 Q2	$55.5K	Buy	+1,523	New	+$52.8K	﹤0.01%	713

Other funds holding WAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Clearstead Advisors's WAL Position: Q2 2026 in Review

Clearstead Advisors increased its Western Alliance Bancorporation (WAL) stake by 2,441% in Q2 2026, buying an estimated $65.5K and bringing the position to 864 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Clearstead Advisors first reported a position in WAL in Q2 2023 and has held it in 9 quarters since. The position peaked at $100K in Q4 2023. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

Clearstead Advisors held 864 shares of Western Alliance Bancorporation worth $71K as of Q2 2026.
Clearstead Advisors bought 830 Western Alliance Bancorporation shares in Q2 2026, an estimated $65.5K.
Western Alliance Bancorporation made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1386 holding.
Clearstead Advisors first reported a position in Western Alliance Bancorporation in Q2 2023 and has held it in 9 quarters since.
Clearstead Advisors's Western Alliance Bancorporation position peaked at $100K in Q4 2023.
495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.