Kovitz Investment Group Partners
WAL icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return