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EP Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History

EP Wealth 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
Q2 		$979K Buy
11,914
+333
+3% +$26.3K ﹤0.01% 756
2026
Q1 		$820K Sell
11,581
-1,053
-8% -$87.8K ﹤0.01% 710
2025
Q4 		$1.06M Buy
+12,634
New +$1.03M 0.01% 604
2025
Q2 		$1.75M Buy
22,412
+14,177
+172% +$1.02M 0.01% 443
2025
Q1 		$633K Buy
8,235
+3,465
+73% +$291K 0.01% 620
2024
Q4 		$399K Buy
4,770
+615
+15% +$54.1K ﹤0.01% 762
2024
Q3 		$359K Buy
+4,155
New +$320K ﹤0.01% 797
2023
Q1 		– Sell
-4,339
Closed -$258K – 715
2022
Q4 		$258K Buy
+4,339
New +$281K ﹤0.01% 496
2022
Q3 		– Sell
-4,470
Closed -$316K – 648
2022
Q2 		$316K Sell
4,470
-45
-1% -$3.44K 0.01% 469
2022
Q1 		$374K Sell
4,515
-42
-0.9% -$4.11K 0.01% 443
2021
Q4 		$491K Buy
4,557
+40
+0.9% +$4.5K 0.01% 359
2021
Q3 		$492K Hold
4,517
– – 0.01% 333
2021
Q2 		$419K Sell
4,517
-5
-0.1% -$496 0.01% 372
2021
Q1 		$427K Buy
4,522
+29
+0.6% +$2.4K 0.01% 352
2020
Q4 		$269K Sell
4,493
-2,648
-37% -$129K 0.01% 361
2020
Q3 		$226K Buy
7,141
+133
+2% +$4.73K 0.01% 327
2020
Q2 		$265K Sell
7,008
-49
-0.7% -$1.71K 0.01% 328
2020
Q1 		$216K Sell
7,057
-860
-11% -$41.1K 0.01% 342
2019
Q4 		$451K Sell
7,917
-4,829
-38% -$247K 0.02% 283
2019
Q3 		$587K Buy
12,746
+7,360
+137% +$332K 0.03% 214
2019
Q2 		$241K Buy
+5,386
New +$241K 0.02% 269
2019
Q1 		– Sell
-5,288
Closed -$209K – 286
2018
Q4 		$209K Buy
5,288
+37
+0.7% +$1.75K 0.02% 245
2018
Q3 		$299K Buy
+5,251
New +$302K 0.02% 223

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

EP Wealth Advisors's WAL Position: Q2 2026 in Review

EP Wealth Advisors increased its Western Alliance Bancorporation (WAL) stake by 2.9% in Q2 2026, buying an estimated $26.3K and bringing the position to 11,914 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

EP Wealth Advisors first reported a position in WAL in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.75M in Q2 2025. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • EP Wealth Advisors held 11,914 shares of Western Alliance Bancorporation worth $979K as of Q2 2026.
  • EP Wealth Advisors bought 333 Western Alliance Bancorporation shares in Q2 2026, an estimated $26.3K.
  • Western Alliance Bancorporation made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #756 holding.
  • EP Wealth Advisors first reported a position in Western Alliance Bancorporation in Q3 2018 and has held it in 23 quarters since.
  • EP Wealth Advisors's Western Alliance Bancorporation position peaked at $1.75M in Q2 2025.
  • 495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.