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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 $5.7T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return