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Diversify Advisory Services’s Western Alliance Bancorporation WAL Stock Holding History

Diversify Advisory Services’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
2025
Q3 		– Sell
-3,469
Closed -$287K – 918
2025
Q2 		$287K Buy
+3,469
New +$249K 0.01% 693

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Diversify Advisory Services's WAL Position: Q3 2025 in Review

Diversify Advisory Services sold out of Western Alliance Bancorporation (WAL) in Q3 2025, closing a stake of 3,469 shares — an estimated $287K sold.

Diversify Advisory Services first reported a position in WAL in Q2 2025 and held it in 1 quarter. The position peaked at $287K in Q2 2025. 440 funds tracked by Wall St. Rank hold WAL as of Q3 2025.

  • Diversify Advisory Services reported no remaining Western Alliance Bancorporation position as of Q3 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 3,469 Western Alliance Bancorporation shares in Q3 2025, an estimated $287K.
  • Diversify Advisory Services first reported a position in Western Alliance Bancorporation in Q2 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Western Alliance Bancorporation position peaked at $287K in Q2 2025.
  • 440 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2025.

Based on Diversify Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.