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Congress Asset Management’s Western Alliance Bancorporation WAL Stock Holding History

Congress Asset 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
Q4 		– Sell
-215,419
Closed -$18.7M – 403
2025
Q3 		$18.7M Buy
215,419
+27,329
+15% +$2.32M 0.12% 145
2025
Q2 		$14.7M Buy
188,090
+16,604
+10% +$1.19M 0.1% 163
2025
Q1 		$13.2M Sell
171,486
-91,907
-35% -$7.72M 0.1% 168
2024
Q4 		$22M Sell
263,393
-63,790
-19% -$5.61M 0.15% 132
2024
Q3 		$28.3M Buy
327,183
+121,548
+59% +$9.35M 0.19% 119
2024
Q2 		$12.9M Sell
205,635
-5,926
-3% -$358K 0.09% 163
2024
Q1 		$13.6M Sell
211,561
-5,271
-2% -$323K 0.1% 150
2023
Q4 		$14.3M Buy
216,832
+1,270
+0.6% +$64.1K 0.11% 142
2023
Q3 		$9.91M Buy
215,562
+305
+0.1% +$14.4K 0.09% 163
2023
Q2 		$7.85M Buy
215,257
+75,336
+54% +$2.61M 0.07% 186
2023
Q1 		$4.97M Buy
+139,921
New +$8.57M 0.05% 217

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Congress Asset Management's WAL Position: Q4 2025 in Review

Congress Asset Management sold out of Western Alliance Bancorporation (WAL) in Q4 2025, closing a stake of 215,419 shares — an estimated $18.7M sold.

Congress Asset Management first reported a position in WAL in Q1 2023 and held it in 11 quarters. The position peaked at $28.3M in Q3 2024. 442 funds tracked by Wall St. Rank hold WAL as of Q4 2025.

  • Congress Asset Management reported no remaining Western Alliance Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Congress Asset Management sold 215,419 Western Alliance Bancorporation shares in Q4 2025, an estimated $18.7M.
  • Congress Asset Management first reported a position in Western Alliance Bancorporation in Q1 2023 and held it in 11 quarters.
  • Congress Asset Management's Western Alliance Bancorporation position peaked at $28.3M in Q3 2024.
  • 442 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2025.

Based on Congress Asset Management's 13F filing for Q4 2025, filed 9 Jan 2026.