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Clearstead Trust’s Western Alliance Bancorporation WAL Stock Holding History

Clearstead Trust’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 		– Sell
-22
Closed -$1.85K – 1043
2025
Q4 		$1.85K Buy
+22
New +$1.79K ﹤0.01% 909
2025
Q2 		– Sell
-45
Closed -$3.46K – 1546
2025
Q1 		$3.46K Buy
+45
New +$3.78K ﹤0.01% 684

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clearstead Trust's WAL Position: Q1 2026 in Review

Clearstead Trust sold out of Western Alliance Bancorporation (WAL) in Q1 2026, closing a stake of 22 shares — an estimated $1.85K sold.

Clearstead Trust first reported a position in WAL in Q1 2025 and held it in 2 quarters. The position peaked at $3.46K in Q1 2025. 449 funds tracked by Wall St. Rank hold WAL as of Q1 2026.

  • Clearstead Trust reported no remaining Western Alliance Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Clearstead Trust sold 22 Western Alliance Bancorporation shares in Q1 2026, an estimated $1.85K.
  • Clearstead Trust first reported a position in Western Alliance Bancorporation in Q1 2025 and held it in 2 quarters.
  • Clearstead Trust's Western Alliance Bancorporation position peaked at $3.46K in Q1 2025.
  • 449 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.