JWA
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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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return