Corient Private Wealth
WAL icon

Corient Private Wealth’s Western Alliance Bancorporation WAL Stock Holding History

Corient Private Wealth’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 		$2.34M Sell
42,778
-35,334
-45% -$2.94M ﹤0.01% 1179
2025
Q4 		$5.23M Buy
78,112
+61,487
+370% +$4.99M ﹤0.01% 1034
2025
Q3 		$952K Sell
16,625
-13,247
-44% -$1.12M ﹤0.01% 1455
2025
Q2 		$2.56M Sell
29,872
-20,883
-41% -$1.5M ﹤0.01% 927
2025
Q1 		$3.9M Sell
50,755
-8,053
-14% -$676K 0.01% 749
2024
Q4 		$4.91M Sell
58,808
-4,561
-7% -$401K 0.01% 705
2024
Q3 		$5.48M Sell
63,369
-12,451
-16% -$958K 0.01% 725
2024
Q2 		$4.76M Sell
75,820
-18,774
-20% -$1.14M 0.01% 718
2024
Q1 		$6.07M Sell
94,594
-5,417
-5% -$332K 0.01% 662
2023
Q4 		$6.58M Buy
100,011
+6,459
+7% +$326K 0.01% 623
2023
Q3 		$4.3M Sell
93,552
-161
-0.2% -$7.6K 0.01% 667
2023
Q2 		$3.42M Buy
93,713
+70,545
+304% +$2.45M 0.01% 738
2023
Q1 		$823K Sell
23,168
-2,916
-11% -$179K ﹤0.01% 1169
2022
Q4 		$1.55M Buy
+26,084
New +$1.69M 0.01% 784

Other funds holding WAL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return