Elevated Capital Advisors
WAL icon

Elevated Capital Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Elevated Capital Advisors’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
2026
Q3 		$7.74K Hold
103
– – ﹤0.01% 509
2026
Q2 		$8.47K Sell
103
-30
-23% -$2.37K ﹤0.01% 505
2026
Q1 		$9.43K Sell
133
-1,795
-93% -$150K ﹤0.01% 470
2025
Q4 		$162K Buy
+1,928
New +$157K 0.04% 271

Other funds holding WAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Elevated Capital Advisors's WAL Position: Q3 2026 in Review

Elevated Capital Advisors held its Western Alliance Bancorporation (WAL) position steady in Q3 2026 at 103 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Elevated Capital Advisors first reported a position in WAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $162K in Q4 2025. 247 funds tracked by Wall St. Rank hold WAL as of Q3 2026.

  • Elevated Capital Advisors held 103 shares of Western Alliance Bancorporation worth $7.74K as of Q3 2026.
  • Elevated Capital Advisors left its Western Alliance Bancorporation share count unchanged in Q3 2026.
  • Western Alliance Bancorporation made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #509 holding.
  • Elevated Capital Advisors first reported a position in Western Alliance Bancorporation in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Western Alliance Bancorporation position peaked at $162K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.