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Concurrent Investment Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Concurrent Investment 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
Q1 		– Sell
-5,544
Closed -$466K – 2060
2025
Q4 		$466K Sell
5,544
-551
-9% -$44.7K 0.01% 1177
2025
Q3 		$529K Sell
6,095
-6,376
-51% -$540K 0.01% 896
2025
Q2 		$972K Buy
+12,471
New +$896K 0.02% 606

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

Concurrent Investment Advisors's WAL Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Western Alliance Bancorporation (WAL) in Q1 2026, closing a stake of 5,544 shares — an estimated $466K sold.

Concurrent Investment Advisors first reported a position in WAL in Q2 2025 and held it in 3 quarters. The position peaked at $972K in Q2 2025. 449 funds tracked by Wall St. Rank hold WAL as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Western Alliance Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 5,544 Western Alliance Bancorporation shares in Q1 2026, an estimated $466K.
  • Concurrent Investment Advisors first reported a position in Western Alliance Bancorporation in Q2 2025 and held it in 3 quarters.
  • Concurrent Investment Advisors's Western Alliance Bancorporation position peaked at $972K in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.