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Cornerstone Planning Group’s Western Alliance Bancorporation WAL Stock Holding History

Cornerstone Planning Group’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
Q2 		$751 Hold
9
– – ﹤0.01% 1573
2026
Q1 		$737 Buy
+9
New +$750 ﹤0.01% 1546
2025
Q4 		– Sell
-91
Closed -$12.6K – 1850
2025
Q3 		$12.6K Sell
91
-140
-61% -$11.9K ﹤0.01% 709
2025
Q2 		$18.2K Buy
+231
New +$16.6K ﹤0.01% 439
2022
Q4 		$1.57K Buy
+25
New +$1.62K ﹤0.01% 1255

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Cornerstone Planning Group's WAL Position: Q2 2026 in Review

Cornerstone Planning Group held its Western Alliance Bancorporation (WAL) position steady in Q2 2026 at 9 shares worth $751. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Cornerstone Planning Group first reported a position in WAL in Q4 2022 and has held it in 5 quarters since. The position peaked at $18.2K in Q2 2025. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Cornerstone Planning Group held 9 shares of Western Alliance Bancorporation worth $751 as of Q2 2026.
  • Cornerstone Planning Group left its Western Alliance Bancorporation share count unchanged in Q2 2026.
  • Western Alliance Bancorporation made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1573 holding.
  • Cornerstone Planning Group first reported a position in Western Alliance Bancorporation in Q4 2022 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Western Alliance Bancorporation position peaked at $18.2K in Q2 2025.
  • 495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.