Evermay Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Evermay Wealth Management’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	$247	Hold	3	–	–	﹤0.01%	637
2026 Q1	$213	Hold	3	–	–	﹤0.01%	581
2025 Q4	$253	Hold	3	–	–	﹤0.01%	554
2025 Q3	$261	Hold	3	–	–	﹤0.01%	532
2025 Q2	$234	Hold	3	–	–	﹤0.01%	548
2025 Q1	$231	Hold	3	–	–	﹤0.01%	560
2024 Q4	$251	Hold	3	–	–	﹤0.01%	551
2024 Q3	$260	Hold	3	–	–	﹤0.01%	575
2024 Q2	$189	Hold	3	–	–	﹤0.01%	588
2024 Q1	$193	Hold	3	–	–	﹤0.01%	591
2023 Q4	$198	Buy	+3	New	+$151	﹤0.01%	662

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

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

Salzhauer Michael $292M AUM 30% 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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Evermay Wealth Management's WAL Position: Q2 2026 in Review

Evermay Wealth Management held its Western Alliance Bancorporation (WAL) position steady in Q2 2026 at 3 shares worth $247. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Evermay Wealth Management first reported a position in WAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $261 in Q3 2025. 104 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

Evermay Wealth Management held 3 shares of Western Alliance Bancorporation worth $247 as of Q2 2026.
Evermay Wealth Management left its Western Alliance Bancorporation share count unchanged in Q2 2026.
Western Alliance Bancorporation made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #637 holding.
Evermay Wealth Management first reported a position in Western Alliance Bancorporation in Q4 2023 and has held it in 11 quarters since.
Evermay Wealth Management's Western Alliance Bancorporation position peaked at $261 in Q3 2025.
104 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.