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JFS Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History

JFS 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
2026
Q2 		$10.4K Buy
126
+5
+4% +$395 ﹤0.01% 993
2026
Q1 		$8.57K Sell
121
-1
-0.8% -$83 ﹤0.01% 1009
2025
Q4 		$10.3K Buy
122
+34
+39% +$2.76K ﹤0.01% 964
2025
Q3 		$7.63K Sell
88
-4
-4% -$339 ﹤0.01% 976
2025
Q2 		$7.17K Sell
92
-15
-14% -$1.08K ﹤0.01% 966
2025
Q1 		$8.22K Buy
107
+14
+15% +$1.18K ﹤0.01% 944
2024
Q4 		$7.77K Sell
93
-4
-4% -$352 ﹤0.01% 946
2024
Q3 		$8.39K Buy
97
+12
+14% +$923 ﹤0.01% 917
2024
Q2 		$5.34K Buy
85
+6
+8% +$363 ﹤0.01% 1040
2024
Q1 		$5.07K Hold
79
– – ﹤0.01% 1092
2023
Q4 		$5.2K Sell
79
-10
-11% -$504 ﹤0.01% 1041
2023
Q3 		$4.09K Buy
89
+42
+89% +$1.98K ﹤0.01% 1077
2023
Q2 		$1.72K Sell
47
-13
-22% -$451 ﹤0.01% 1437
2023
Q1 		$2.13K Buy
60
+7
+13% +$429 ﹤0.01% 1334
2022
Q4 		$3.16K Sell
53
-29
-35% -$1.88K ﹤0.01% 1188
2022
Q3 		$5K Buy
82
+1
+1% +$76 ﹤0.01% 1020
2022
Q2 		$6K Buy
81
+49
+153% +$3.75K ﹤0.01% 961
2022
Q1 		$3K Buy
32
+2
+7% +$196 ﹤0.01% 1336
2021
Q4 		$3K Buy
+30
New +$3.38K ﹤0.01% 1001

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

JFS Wealth Advisors's WAL Position: Q2 2026 in Review

JFS Wealth Advisors increased its Western Alliance Bancorporation (WAL) stake by 4.1% in Q2 2026, buying an estimated $395 and bringing the position to 126 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

JFS Wealth Advisors first reported a position in WAL in Q4 2021 and has held it in 19 quarters since. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • JFS Wealth Advisors held 126 shares of Western Alliance Bancorporation worth $10.4K as of Q2 2026.
  • JFS Wealth Advisors bought 5 Western Alliance Bancorporation shares in Q2 2026, an estimated $395.
  • Western Alliance Bancorporation made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #993 holding.
  • JFS Wealth Advisors first reported a position in Western Alliance Bancorporation in Q4 2021 and has held it in 19 quarters since.
  • 495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.