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

Congress Wealth 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 		$3.23M Buy
41,391
+2,657
+7% +$191K 0.03% 474
2025
Q1 		$2.98M Buy
38,734
+8,297
+27% +$697K 0.04% 418
2024
Q4 		$2.54M Buy
30,437
+4,439
+17% +$391K 0.04% 377
2024
Q3 		$2.25M Buy
+25,998
New +$2M 0.03% 403

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

Congress Wealth Management's WAL Position: Q2 2025 in Review

Congress Wealth Management increased its Western Alliance Bancorporation (WAL) stake by 6.9% in Q2 2025, buying an estimated $191K and bringing the position to 41,391 shares worth $3.23M. The position accounts for 0.03% of the portfolio, ranked #474.

Congress Wealth Management first reported a position in WAL in Q3 2024 and has held it in 4 quarters since. 440 funds tracked by Wall St. Rank hold WAL as of Q2 2025.

  • Congress Wealth Management held 41,391 shares of Western Alliance Bancorporation worth $3.23M as of Q2 2025.
  • Congress Wealth Management bought 2,657 Western Alliance Bancorporation shares in Q2 2025, an estimated $191K.
  • Western Alliance Bancorporation made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #474 holding.
  • Congress Wealth Management first reported a position in Western Alliance Bancorporation in Q3 2024 and has held it in 4 quarters since.
  • 440 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.