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Everhart Financial Group’s Western Alliance Bancorporation WAL Stock Holding History

Everhart Financial Group’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
Q1 		– Sell
-2,764
Closed -$232K – 487
2025
Q4 		$232K Sell
2,764
-10
-0.4% -$812 0.02% 380
2025
Q3 		$241K Buy
+2,774
New +$235K 0.02% 347
2025
Q1 		– Sell
-2,769
Closed -$231K – 350
2024
Q4 		$231K Buy
2,769
+7
+0.3% +$616 0.05% 289
2024
Q3 		$239K Buy
+2,762
New +$213K 0.05% 292

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Everhart Financial Group's WAL Position: Q1 2026 in Review

Everhart Financial Group sold out of Western Alliance Bancorporation (WAL) in Q1 2026, closing a stake of 2,764 shares — an estimated $232K sold.

Everhart Financial Group first reported a position in WAL in Q3 2024 and held it in 4 quarters. The position peaked at $241K in Q3 2025. 449 funds tracked by Wall St. Rank hold WAL as of Q1 2026.

  • Everhart Financial Group reported no remaining Western Alliance Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Everhart Financial Group sold 2,764 Western Alliance Bancorporation shares in Q1 2026, an estimated $232K.
  • Everhart Financial Group first reported a position in Western Alliance Bancorporation in Q3 2024 and held it in 4 quarters.
  • Everhart Financial Group's Western Alliance Bancorporation position peaked at $241K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.