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 Q2	$1.1M	Buy	13,364 +2,499	+23%	+$197K	0.39%	73
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 New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

DAM

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

Lodestone Wealth Management's WAL Position: Q2 2026 in Review

Lodestone Wealth Management increased its Western Alliance Bancorporation (WAL) stake by 23% in Q2 2026, buying an estimated $197K and bringing the position to 13,364 shares worth $1.1M. The position accounts for 0.39% of the portfolio, ranked #73.

Lodestone Wealth Management first reported a position in WAL in Q4 2023 and has held it in 11 quarters since. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

Lodestone Wealth Management held 13,364 shares of Western Alliance Bancorporation worth $1.1M as of Q2 2026.
Lodestone Wealth Management bought 2,499 Western Alliance Bancorporation shares in Q2 2026, an estimated $197K.
Western Alliance Bancorporation made up 0.39% of Lodestone Wealth Management's portfolio in Q2 2026, its #73 holding.
Lodestone Wealth Management first reported a position in Western Alliance Bancorporation in Q4 2023 and has held it in 11 quarters since.
495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.