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Elevated Private Wealth’s Western Alliance Bancorporation WAL Stock Holding History

Elevated Private Wealth’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 		$5.29K Buy
+25
New +$2.03K 0.01% 89

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 $3.37T AUM 44.26% 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

Elevated Private Wealth's WAL Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Western Alliance Bancorporation (WAL) in Q2 2026: 4,332 shares worth $356K. The stake represents 0.34% of the portfolio and ranks #65 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in WAL as recently as Q4 2025.

Elevated Private Wealth first reported a position in WAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $364K in Q4 2025. 493 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Elevated Private Wealth held 4,332 shares of Western Alliance Bancorporation worth $356K as of Q2 2026.
  • Western Alliance Bancorporation was a new Elevated Private Wealth position in Q2 2026.
  • Western Alliance Bancorporation made up 0.34% of Elevated Private Wealth's portfolio in Q2 2026, its #65 holding.
  • Elevated Private Wealth first reported a position in Western Alliance Bancorporation in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's Western Alliance Bancorporation position peaked at $364K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.