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 Q2	$498K	Hold	6,056	–	–	0.01%	213
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	–	601
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 New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Forum Financial Management's WAL Position: Q2 2026 in Review

Forum Financial Management held its Western Alliance Bancorporation (WAL) position steady in Q2 2026 at 6,056 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #213.

Forum Financial Management first reported a position in WAL in Q4 2021 and has held it in 11 quarters since. The position peaked at $804K in Q4 2025. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

Forum Financial Management held 6,056 shares of Western Alliance Bancorporation worth $498K as of Q2 2026.
Forum Financial Management left its Western Alliance Bancorporation share count unchanged in Q2 2026.
Western Alliance Bancorporation made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #213 holding.
Forum Financial Management first reported a position in Western Alliance Bancorporation in Q4 2021 and has held it in 11 quarters since.
Forum Financial Management's Western Alliance Bancorporation position peaked at $804K in Q4 2025.
495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.