CFD
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Creative Financial Designs’s Western Alliance Bancorporation WAL Stock Holding History

Creative Financial Designs’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 		$779 Hold
11
– – ﹤0.01% 1939
2025
Q4 		$925 Hold
11
– – ﹤0.01% 1804
2025
Q3 		$954 Hold
11
– – ﹤0.01% 1811
2025
Q2 		$858 Hold
11
– – ﹤0.01% 1811
2025
Q1 		$845 Buy
+11
New +$924 ﹤0.01% 1818
2021
Q4 		– Sell
-248
Closed -$27K – 1465
2021
Q3 		$27K Hold
248
– – ﹤0.01% 793
2021
Q2 		$23K Hold
248
– – ﹤0.01% 818
2021
Q1 		$23K Hold
248
– – ﹤0.01% 758
2020
Q4 		$15K Hold
248
– – ﹤0.01% 781
2020
Q3 		$8K Hold
248
– – ﹤0.01% 856
2020
Q2 		$9K Buy
+248
New +$8.68K ﹤0.01% 786

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