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High Note Wealth’s Western Alliance Bancorporation WAL Stock Holding History

High Note 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
2025
Q4 		– Sell
-28
Closed -$2.43K – 987
2025
Q3 		$2.43K Buy
28
+3
+12% +$254 ﹤0.01% 648
2025
Q2 		$1.95K Buy
+25
New +$1.8K ﹤0.01% 665

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

High Note Wealth's WAL Position: Q4 2025 in Review

High Note Wealth sold out of Western Alliance Bancorporation (WAL) in Q4 2025, closing a stake of 28 shares — an estimated $2.43K sold.

High Note Wealth first reported a position in WAL in Q2 2025 and held it in 2 quarters. The position peaked at $2.43K in Q3 2025. 442 funds tracked by Wall St. Rank hold WAL as of Q4 2025.

  • High Note Wealth reported no remaining Western Alliance Bancorporation position as of Q4 2025 after selling out during the quarter.
  • High Note Wealth sold 28 Western Alliance Bancorporation shares in Q4 2025, an estimated $2.43K.
  • High Note Wealth first reported a position in Western Alliance Bancorporation in Q2 2025 and held it in 2 quarters.
  • High Note Wealth's Western Alliance Bancorporation position peaked at $2.43K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2025.

Based on High Note Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.