EP
WAL icon

Edgestream Partners’s Western Alliance Bancorporation WAL Stock Holding History

Edgestream Partners’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
Q4 		– Sell
-19,159
Closed -$1.66M – 1158
2025
Q3 		$1.66M Buy
+19,159
New +$1.62M 0.05% 573
2025
Q2 		– Sell
-27,018
Closed -$2.08M – 1084
2025
Q1 		$2.08M Buy
+27,018
New +$2.27M 0.07% 478
2024
Q2 		– Sell
-22,116
Closed -$1.42M – 1058
2024
Q1 		$1.42M Buy
+22,116
New +$1.36M 0.07% 425
2023
Q3 		– Sell
-8,878
Closed -$324K – 994
2023
Q2 		$324K Sell
8,878
-24,159
-73% -$838K 0.03% 618
2023
Q1 		$1.17M Buy
+33,037
New +$2.02M 0.13% 258

Other funds holding WAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Edgestream Partners's WAL Position: Q4 2025 in Review

Edgestream Partners sold out of Western Alliance Bancorporation (WAL) in Q4 2025, closing a stake of 19,159 shares — an estimated $1.66M sold.

Edgestream Partners first reported a position in WAL in Q1 2023 and held it in 5 quarters. The position peaked at $2.08M in Q1 2025. 441 funds tracked by Wall St. Rank hold WAL as of Q4 2025.

  • Edgestream Partners reported no remaining Western Alliance Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 19,159 Western Alliance Bancorporation shares in Q4 2025, an estimated $1.66M.
  • Edgestream Partners first reported a position in Western Alliance Bancorporation in Q1 2023 and held it in 5 quarters.
  • Edgestream Partners's Western Alliance Bancorporation position peaked at $2.08M in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.