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BFC Planning, Inc.’s Western Alliance Bancorporation WAL Stock Holding History

BFC Planning, Inc.’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 		$67.5K Buy
821
+731
+812% +$57.7K ﹤0.01% 1400
2026
Q1 		$6.41K Buy
+90
New +$7.5K ﹤0.01% 2218
2025
Q2 		– Sell
-2,000
Closed -$154K – 2859
2025
Q1 		$154K Hold
2,000
– – 0.01% 711
2024
Q4 		$167K Buy
+2,000
New +$176K 0.01% 679

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

BFC Planning, Inc.'s WAL Position: Q2 2026 in Review

BFC Planning, Inc. increased its Western Alliance Bancorporation (WAL) stake by 812% in Q2 2026, buying an estimated $57.7K and bringing the position to 821 shares worth $67.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

BFC Planning, Inc. first reported a position in WAL in Q4 2024 and has held it in 4 quarters since. The position peaked at $167K in Q4 2024. 501 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • BFC Planning, Inc. held 821 shares of Western Alliance Bancorporation worth $67.5K as of Q2 2026.
  • BFC Planning, Inc. bought 731 Western Alliance Bancorporation shares in Q2 2026, an estimated $57.7K.
  • Western Alliance Bancorporation made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1400 holding.
  • BFC Planning, Inc. first reported a position in Western Alliance Bancorporation in Q4 2024 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s Western Alliance Bancorporation position peaked at $167K in Q4 2024.
  • 501 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.