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 Q3	$226	Hold	3	–	–	﹤0.01%	608
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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Evermay Wealth Management's WAL Position: Q3 2026 in Review

Evermay Wealth Management held its Western Alliance Bancorporation (WAL) position steady in Q3 2026 at 3 shares worth $226. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Evermay Wealth Management first reported a position in WAL in Q4 2023 and has held it in 12 quarters since. The position peaked at $261 in Q3 2025. 328 funds tracked by Wall St. Rank hold WAL as of Q3 2026.

Evermay Wealth Management held 3 shares of Western Alliance Bancorporation worth $226 as of Q3 2026.
Evermay Wealth Management left its Western Alliance Bancorporation share count unchanged in Q3 2026.
Western Alliance Bancorporation made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #608 holding.
Evermay Wealth Management first reported a position in Western Alliance Bancorporation in Q4 2023 and has held it in 12 quarters since.
Evermay Wealth Management's Western Alliance Bancorporation position peaked at $261 in Q3 2025.
328 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.