Focus Partners Wealth
WAL icon

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

Focus Partners Wealth’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 		$13.3M Sell
181,937
-3,667
-2% -$306K 0.01% 631
2025
Q4 		$15.6M Buy
185,604
+17,444
+10% +$1.42M 0.02% 554
2025
Q3 		$14.6M Buy
168,160
+49,807
+42% +$4.22M 0.02% 469
2025
Q2 		$9.23M Buy
118,353
+19,402
+20% +$1.39M 0.02% 516
2025
Q1 		$7.6M Sell
98,951
-129
-0.1% -$10.8K 0.02% 524
2024
Q4 		$8.28M Buy
99,080
+4,909
+5% +$432K 0.02% 507
2024
Q3 		$8.14M Sell
94,171
-100,855
-52% -$7.76M 0.03% 452
2024
Q2 		$12.3M Buy
195,026
+98,741
+103% +$5.97M 0.04% 332
2024
Q1 		$6.18M Buy
96,285
+30,261
+46% +$1.86M 0.05% 285
2023
Q4 		$4.34M Buy
+66,024
New +$3.33M 0.06% 247

Other funds holding WAL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return