Jefferies Financial Group
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Jefferies Financial Group’s Western Alliance Bancorporation WAL Stock Holding History

Jefferies Financial Group’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
Q3 		$3.47M Buy
+46,164
New +$3.71M 0.03% 396
2026
Q2 		– Sell
-3,178
Closed -$225K – 2080
2026
Q1 		$225K Buy
+3,178
New +$265K ﹤0.01% 1480

Other funds holding WAL

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jefferies Financial Group's WAL Position: Q3 2026 in Review

Jefferies Financial Group opened a new position in Western Alliance Bancorporation (WAL) in Q3 2026: 46,164 shares worth $3.47M. The stake represents 0.03% of the portfolio and ranks #396 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in WAL as recently as Q1 2026.

Jefferies Financial Group first reported a position in WAL in Q1 2026 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold WAL as of Q3 2026.

  • Jefferies Financial Group held 46,164 shares of Western Alliance Bancorporation worth $3.47M as of Q3 2026.
  • Western Alliance Bancorporation was a new Jefferies Financial Group position in Q3 2026.
  • Western Alliance Bancorporation made up 0.03% of Jefferies Financial Group's portfolio in Q3 2026, its #396 holding.
  • Jefferies Financial Group first reported a position in Western Alliance Bancorporation in Q1 2026 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.