FFM
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Forum Financial Management’s Western Alliance Bancorporation WAL Stock Holding History

Forum Financial 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
Q1 		$429K Sell
6,056
-3,511
-37% -$293K 0.01% 217
2025
Q4 		$804K Buy
9,567
+4,948
+107% +$402K 0.01% 305
2025
Q3 		$401K Buy
4,619
+1,002
+28% +$84.9K 0.01% 571
2025
Q2 		$282K Sell
3,617
-2
-0.1% -$144 ﹤0.01% 706
2025
Q1 		$278K Buy
3,619
+14
+0.4% +$1.18K ﹤0.01% 635
2024
Q4 		$301K Buy
3,605
+650
+22% +$57.2K 0.01% 612
2024
Q3 		$256K Buy
+2,955
New +$227K ﹤0.01% 596
2022
Q3 		– Sell
-2,947
Closed -$208K – 602
2022
Q2 		$208K Hold
2,947
– – 0.01% 514
2022
Q1 		$244K Hold
2,947
– – 0.01% 483
2021
Q4 		$317K Buy
+2,947
New +$332K 0.02% 391

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