Creative Planning
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Creative Planning’s Western Alliance Bancorporation WAL Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-200
Closed -$2K – 4850
2017
Q1 		$2K Hold
200
– – ﹤0.01% 4323
2016
Q4 		$1K Sell
200
-19,800
-99% -$852K ﹤0.01% 4501
2016
Q3 		$5K Buy
+20,000
New +$711K ﹤0.01% 3904

Other funds holding WAL

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Creative Planning's WAL Position: Q1 2026 in Review

Creative Planning increased its Western Alliance Bancorporation (WAL) stake by 65% in Q1 2026, buying an estimated $1.02M and bringing the position to 31,001 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Creative Planning first reported a position in WAL in Q3 2014 and has held it in 46 quarters since. The position peaked at $3.61M in Q4 2021. 444 funds tracked by Wall St. Rank hold WAL as of Q1 2026.

  • Creative Planning held 31,001 shares of Western Alliance Bancorporation worth $2.2M as of Q1 2026.
  • Creative Planning bought 12,211 Western Alliance Bancorporation shares in Q1 2026, an estimated $1.02M.
  • Western Alliance Bancorporation made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1820 holding.
  • Creative Planning first reported a position in Western Alliance Bancorporation in Q3 2014 and has held it in 46 quarters since.
  • Creative Planning's Western Alliance Bancorporation position peaked at $3.61M in Q4 2021.
  • 444 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.