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Integrated Wealth Concepts’s Western Alliance Bancorporation WAL Stock Holding History

Integrated Wealth Concepts’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 		$965K Buy
11,738
+7,707
+191% +$608K 0.01% 1231
2026
Q1 		$286K Buy
+4,031
New +$336K ﹤0.01% 1892

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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

Integrated Wealth Concepts's WAL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Western Alliance Bancorporation (WAL) stake by 191% in Q2 2026, buying an estimated $608K and bringing the position to 11,738 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #1231.

Integrated Wealth Concepts first reported a position in WAL in Q1 2026 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Integrated Wealth Concepts held 11,738 shares of Western Alliance Bancorporation worth $965K as of Q2 2026.
  • Integrated Wealth Concepts bought 7,707 Western Alliance Bancorporation shares in Q2 2026, an estimated $608K.
  • Western Alliance Bancorporation made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1231 holding.
  • Integrated Wealth Concepts first reported a position in Western Alliance Bancorporation in Q1 2026 and has held it in 2 quarters since.
  • 497 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.