Legacy Wealth Management (Mississippi)’s Western Alliance Bancorporation WAL Stock Holding History

Legacy Wealth Management (Mississippi)’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 Q2	–	Sell	-7,000	Closed	-$538K	–	103
2025 Q1	$538K	Sell	7,000 -2,420	-26%	-$203K	0.18%	64
2024 Q4	$787K	Hold	9,420	–	–	0.31%	49
2024 Q3	$815K	Hold	9,420	–	–	0.3%	54
2024 Q2	$592K	Hold	9,420	–	–	0.25%	55
2024 Q1	$605K	Hold	9,420	–	–	0.27%	53
2023 Q4	$620K	Sell	9,420 -4,500	-32%	-$227K	0.3%	54
2023 Q3	$640K	Sell	13,920 -190	-1%	-$8.97K	0.33%	56
2023 Q2	$515K	Hold	14,110	–	–	0.26%	58
2023 Q1	$501K	Hold	14,110	–	–	0.28%	57
2022 Q4	$840K	Sell	14,110 -13,715	-49%	-$888K	0.5%	45
2022 Q3	$1.83M	Buy	27,825 +2,900	+12%	+$220K	1.23%	26
2022 Q2	$1.76M	Buy	24,925 +11,075	+80%	+$847K	1.07%	31
2022 Q1	$1.15M	Hold	13,850	–	–	0.6%	53
2021 Q4	$1.49M	Buy	13,850 +37	+0.3%	+$4.17K	0.76%	39
2021 Q3	$1.5M	Hold	13,813	–	–	0.8%	36
2021 Q2	$1.28M	Buy	13,813 +123	+0.9%	+$12.2K	0.71%	43
2021 Q1	$1.29M	Hold	13,690	–	–	0.78%	40
2020 Q4	$821K	Sell	13,690 -50	-0.4%	-$2.43K	0.52%	52
2020 Q3	$434K	Buy	+13,740	New	+$489K	0.3%	70

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Legacy Wealth Management (Mississippi)'s WAL Position: Q2 2025 in Review

Legacy Wealth Management (Mississippi) sold out of Western Alliance Bancorporation (WAL) in Q2 2025, closing a stake of 7,000 shares — an estimated $538K sold.

Legacy Wealth Management (Mississippi) first reported a position in WAL in Q3 2020 and held it in 19 quarters. The position peaked at $1.83M in Q3 2022. 440 funds tracked by Wall St. Rank hold WAL as of Q2 2025.

Legacy Wealth Management (Mississippi) reported no remaining Western Alliance Bancorporation position as of Q2 2025 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 7,000 Western Alliance Bancorporation shares in Q2 2025, an estimated $538K.
Legacy Wealth Management (Mississippi) first reported a position in Western Alliance Bancorporation in Q3 2020 and held it in 19 quarters.
Legacy Wealth Management (Mississippi)'s Western Alliance Bancorporation position peaked at $1.83M in Q3 2022.
440 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2025.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2025, filed 1 Jul 2025.