IWA
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Icon Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Icon Wealth Advisors’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
-1,650
Closed -$143K – 527
2025
Q3 		$143K Buy
1,650
+55
+3% +$4.66K 0.01% 433
2025
Q2 		$124K Buy
+1,595
New +$115K 0.01% 463

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

Icon Wealth Advisors's WAL Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Western Alliance Bancorporation (WAL) in Q4 2025, closing a stake of 1,650 shares — an estimated $143K sold.

Icon Wealth Advisors first reported a position in WAL in Q2 2025 and held it in 2 quarters. The position peaked at $143K in Q3 2025. 442 funds tracked by Wall St. Rank hold WAL as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Western Alliance Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,650 Western Alliance Bancorporation shares in Q4 2025, an estimated $143K.
  • Icon Wealth Advisors first reported a position in Western Alliance Bancorporation in Q2 2025 and held it in 2 quarters.
  • Icon Wealth Advisors's Western Alliance Bancorporation position peaked at $143K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.