Jones Financial Companies
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Jones Financial Companies’s Western Alliance Bancorporation WAL Stock Holding History

Jones Financial Companies’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 		$309K Buy
3,770
+2,166
+135% +$171K ﹤0.01% 2408
2026
Q1 		$109K Buy
1,604
+845
+111% +$70.4K ﹤0.01% 2636
2025
Q4 		$63.8K Buy
759
+162
+27% +$13.2K ﹤0.01% 2415
2025
Q3 		$52.7K Buy
597
+207
+53% +$17.5K ﹤0.01% 2355
2025
Q2 		$30.3K Sell
390
-879
-69% -$63.2K ﹤0.01% 2419
2025
Q1 		$96.6K Buy
1,269
+987
+350% +$82.9K ﹤0.01% 1789
2024
Q4 		$23.6K Buy
282
+93
+49% +$8.18K ﹤0.01% 2185
2024
Q3 		$16.2K Hold
189
– – ﹤0.01% 2031
2024
Q2 		$11.9K Buy
+189
New +$11.4K ﹤0.01% 1705
2023
Q1 		– Sell
-279
Closed -$17K – 788
2022
Q4 		$17K Hold
279
– – ﹤0.01% 437
2022
Q3 		$18K Sell
279
-21
-7% -$1.59K ﹤0.01% 391
2022
Q2 		$21K Sell
300
-11
-4% -$842 ﹤0.01% 404
2022
Q1 		$26K Buy
311
+47
+18% +$4.6K ﹤0.01% 413
2021
Q4 		$28K Hold
264
– – ﹤0.01% 424
2021
Q3 		$29K Sell
264
-58
-18% -$5.65K ﹤0.01% 392
2021
Q2 		$30K Hold
322
– – ﹤0.01% 364
2021
Q1 		$30K Sell
322
-6
-2% -$497 ﹤0.01% 417
2020
Q4 		$20K Buy
+328
New +$16K ﹤0.01% 367

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

Jones Financial Companies's WAL Position: Q2 2026 in Review

Jones Financial Companies increased its Western Alliance Bancorporation (WAL) stake by 135% in Q2 2026, buying an estimated $171K and bringing the position to 3,770 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Jones Financial Companies first reported a position in WAL in Q4 2020 and has held it in 18 quarters since. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Jones Financial Companies held 3,770 shares of Western Alliance Bancorporation worth $309K as of Q2 2026.
  • Jones Financial Companies bought 2,166 Western Alliance Bancorporation shares in Q2 2026, an estimated $171K.
  • Western Alliance Bancorporation made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2408 holding.
  • Jones Financial Companies first reported a position in Western Alliance Bancorporation in Q4 2020 and has held it in 18 quarters since.
  • 495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.