Kovitz Investment Group Partners’s Western Alliance Bancorporation WAL Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-20,404	Closed	-$1.77M	–	1328
2025 Q3	$1.77M	Buy	20,404 +768	+4%	+$65.1K	0.01%	696
2025 Q2	$1.53M	Sell	19,636 -62	-0.3%	-$4.46K	0.01%	701
2025 Q1	$1.51M	Buy	19,698 +1,057	+6%	+$88.8K	0.01%	635
2024 Q4	$1.56M	Sell	18,641 -1,038	-5%	-$91.3K	0.01%	620
2024 Q3	$1.68M	Buy	19,679 +15,478	+368%	+$1.19M	0.01%	519
2024 Q2	$264K	Buy	4,201 +505	+14%	+$30.5K	﹤0.01%	756
2024 Q1	$237K	Buy	3,696 +8	+0.2%	+$491	﹤0.01%	613
2023 Q4	$243K	Buy	+3,688	New	+$186K	﹤0.01%	384

Other funds holding WAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Kovitz Investment Group Partners's WAL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Western Alliance Bancorporation (WAL) in Q4 2025, closing a stake of 20,404 shares — an estimated $1.77M sold.

Kovitz Investment Group Partners first reported a position in WAL in Q4 2023 and held it in 8 quarters. The position peaked at $1.77M in Q3 2025. 442 funds tracked by Wall St. Rank hold WAL as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Western Alliance Bancorporation position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 20,404 Western Alliance Bancorporation shares in Q4 2025, an estimated $1.77M.
Kovitz Investment Group Partners first reported a position in Western Alliance Bancorporation in Q4 2023 and held it in 8 quarters.
Kovitz Investment Group Partners's Western Alliance Bancorporation position peaked at $1.77M in Q3 2025.
442 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.