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Diversify Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Diversify Wealth Management’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
-10,534
Closed -$871K – 564
2025
Q2 		$871K Buy
10,534
+2,237
+27% +$161K 0.05% 292
2025
Q1 		$589K Buy
8,297
+2,291
+38% +$192K 0.04% 325
2024
Q4 		$471K Buy
+6,006
New +$528K 0.04% 353

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Diversify Wealth Management's WAL Position: Q3 2025 in Review

Diversify Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q3 2025, closing a stake of 10,534 shares — an estimated $871K sold.

Diversify Wealth Management first reported a position in WAL in Q4 2024 and held it in 3 quarters. The position peaked at $871K in Q2 2025. 441 funds tracked by Wall St. Rank hold WAL as of Q3 2025.

  • Diversify Wealth Management reported no remaining Western Alliance Bancorporation position as of Q3 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 10,534 Western Alliance Bancorporation shares in Q3 2025, an estimated $871K.
  • Diversify Wealth Management first reported a position in Western Alliance Bancorporation in Q4 2024 and held it in 3 quarters.
  • Diversify Wealth Management's Western Alliance Bancorporation position peaked at $871K in Q2 2025.
  • 441 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2025.

Based on Diversify Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.