Lindbrook Capital’s Western Alliance Bancorporation WAL Stock Holding History

Lindbrook Capital’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 Q1	$33.7K	Sell	438 -7	-2%	-$588	﹤0.01%	1143
2024 Q4	$37.2K	Buy	445 +3	+0.7%	+$264	﹤0.01%	944
2024 Q3	$38.2K	Buy	442 +31	+8%	+$2.39K	﹤0.01%	947
2024 Q2	$25.8K	Buy	411 +206	+100%	+$12.5K	﹤0.01%	1103
2024 Q1	$13.2K	Buy	205 +5	+3%	+$307	﹤0.01%	1411
2023 Q4	$13.2K	Hold	200	–	–	﹤0.01%	1395
2023 Q3	$9.19K	Hold	200	–	–	﹤0.01%	1462
2023 Q2	$7.29K	Buy	200 +196	+4,900%	+$6.8K	﹤0.01%	1632
2023 Q1	$142	Buy	+4	New	+$245	﹤0.01%	2732
2022 Q4	–	Sell	-8	Closed	-$1K	–	3027
2022 Q3	$1K	Sell	8 -9	-53%	-$682	﹤0.01%	2526
2022 Q2	$1K	Sell	17 -70	-80%	-$5.36K	﹤0.01%	2403
2022 Q1	$7K	Sell	87 -20	-19%	-$1.96K	﹤0.01%	1480
2021 Q4	$12K	Hold	107	–	–	﹤0.01%	1214
2021 Q3	$12K	Buy	107 +20	+23%	+$1.95K	﹤0.01%	935
2021 Q2	$8K	Hold	87	–	–	﹤0.01%	1156
2021 Q1	$8K	Buy	+87	New	+$7.2K	﹤0.01%	1117
2020 Q1	–	Sell	-61	Closed	-$3K	–	1877
2019 Q4	$3K	Hold	61	–	–	﹤0.01%	1243
2019 Q3	$3K	Buy	+61	New	+$2.75K	﹤0.01%	1218

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Lindbrook Capital's WAL Position: Q1 2025 in Review

Lindbrook Capital reduced its Western Alliance Bancorporation (WAL) stake by 1.6% in Q1 2025, selling an estimated $588 and leaving 438 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Lindbrook Capital first reported a position in WAL in Q3 2019 and has held it in 18 quarters since. The position peaked at $38.2K in Q3 2024. 413 funds tracked by Wall St. Rank hold WAL as of Q1 2025.

Lindbrook Capital held 438 shares of Western Alliance Bancorporation worth $33.7K as of Q1 2025.
Lindbrook Capital sold 7 Western Alliance Bancorporation shares in Q1 2025, an estimated $588.
Western Alliance Bancorporation made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1143 holding.
Lindbrook Capital first reported a position in Western Alliance Bancorporation in Q3 2019 and has held it in 18 quarters since.
Lindbrook Capital's Western Alliance Bancorporation position peaked at $38.2K in Q3 2024.
413 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.