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Elevation Wealth Partners’s Western Alliance Bancorporation WAL Stock Holding History

Elevation Wealth 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
2026
Q2 		– Sell
-25
Closed -$1.77K – 1359
2026
Q1 		$1.77K Buy
+25
New +$2.08K ﹤0.01% 929
2023
Q3 		– Sell
-300
Closed -$10.9K – 368
2023
Q2 		$10.9K Hold
300
– – 0.01% 247
2023
Q1 		$10.7K Buy
+300
New +$18.4K 0.01% 257

Other funds holding WAL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Elevation Wealth Partners's WAL Position: Q2 2026 in Review

Elevation Wealth Partners sold out of Western Alliance Bancorporation (WAL) in Q2 2026, closing a stake of 25 shares — an estimated $1.77K sold.

Elevation Wealth Partners first reported a position in WAL in Q1 2023 and held it in 3 quarters. The position peaked at $10.9K in Q2 2023. 128 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Elevation Wealth Partners reported no remaining Western Alliance Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 25 Western Alliance Bancorporation shares in Q2 2026, an estimated $1.77K.
  • Elevation Wealth Partners first reported a position in Western Alliance Bancorporation in Q1 2023 and held it in 3 quarters.
  • Elevation Wealth Partners's Western Alliance Bancorporation position peaked at $10.9K in Q2 2023.
  • 128 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.