LWM
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Lodestone Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Lodestone Wealth Management’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
Q1 		$770K Buy
10,865
+767
+8% +$63.9K 0.31% 78
2025
Q4 		$849K Buy
10,098
+1,400
+16% +$114K 0.35% 74
2025
Q3 		$754K Hold
8,698
– – 0.34% 76
2025
Q2 		$678K Buy
8,698
+823
+10% +$59.1K 0.33% 75
2025
Q1 		$605K Sell
7,875
-1,688
-18% -$142K 0.32% 76
2024
Q4 		$799K Sell
9,563
-196
-2% -$17.2K 0.4% 68
2024
Q3 		$844K Buy
9,759
+77
+0.8% +$5.93K 0.42% 65
2024
Q2 		$608K Buy
9,682
+47
+0.5% +$2.84K 0.32% 74
2024
Q1 		$618K Sell
9,635
-113
-1% -$6.93K 0.32% 73
2023
Q4 		$641K Buy
+9,748
New +$492K 0.37% 68

Other funds holding WAL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return