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Coldstream Capital Management’s Western Alliance Bancorporation WAL Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-850
Closed -$65.3K – 3337
2025
Q1 		$65.3K Buy
+850
New +$71.4K ﹤0.01% 1560
2022
Q1 		– Sell
-2,246
Closed -$242K – 874
2021
Q4 		$242K Buy
+2,246
New +$253K 0.01% 709
2021
Q2 		– Sell
-2,190
Closed -$207K – 548
2021
Q1 		$207K Buy
+2,190
New +$181K 0.01% 424

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Coldstream Capital Management's WAL Position: Q2 2025 in Review

Coldstream Capital Management sold out of Western Alliance Bancorporation (WAL) in Q2 2025, closing a stake of 850 shares — an estimated $65.3K sold.

Coldstream Capital Management first reported a position in WAL in Q1 2021 and held it in 3 quarters. The position peaked at $242K in Q4 2021. 440 funds tracked by Wall St. Rank hold WAL as of Q2 2025.

  • Coldstream Capital Management reported no remaining Western Alliance Bancorporation position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 850 Western Alliance Bancorporation shares in Q2 2025, an estimated $65.3K.
  • Coldstream Capital Management first reported a position in Western Alliance Bancorporation in Q1 2021 and held it in 3 quarters.
  • Coldstream Capital Management's Western Alliance Bancorporation position peaked at $242K in Q4 2021.
  • 440 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.