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 $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 $3.38T AUM 44.17% 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

Creative Planning's WAL Position: Q2 2026 in Review

Creative Planning increased its Western Alliance Bancorporation (WAL) stake by 209% in Q2 2026, buying an estimated $5.1M and bringing the position to 95,655 shares worth $7.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Creative Planning first reported a position in WAL in Q3 2014 and has held it in 47 quarters since. 497 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Creative Planning held 95,655 shares of Western Alliance Bancorporation worth $7.86M as of Q2 2026.
  • Creative Planning bought 64,654 Western Alliance Bancorporation shares in Q2 2026, an estimated $5.1M.
  • Western Alliance Bancorporation made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1058 holding.
  • Creative Planning first reported a position in Western Alliance Bancorporation in Q3 2014 and has held it in 47 quarters since.
  • 497 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.