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LRI Investments’s Western Alliance Bancorporation WAL Stock Holding History

LRI Investments’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 		$8.55K Buy
104
+8
+8% +$632 ﹤0.01% 1002
2026
Q1 		$6.8K Buy
+96
New +$8K ﹤0.01% 993
2024
Q4 		– Sell
-50
Closed -$4.59K – 1170
2024
Q3 		$4.59K Sell
50
-42
-46% -$3.23K ﹤0.01% 953
2024
Q2 		$5.78K Sell
92
-129
-58% -$7.8K ﹤0.01% 863
2024
Q1 		$14.2K Buy
+221
New +$13.6K ﹤0.01% 433

Other funds holding WAL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

LRI Investments's WAL Position: Q2 2026 in Review

LRI Investments increased its Western Alliance Bancorporation (WAL) stake by 8.3% in Q2 2026, buying an estimated $632 and bringing the position to 104 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

LRI Investments first reported a position in WAL in Q1 2024 and has held it in 5 quarters since. The position peaked at $14.2K in Q1 2024. 145 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • LRI Investments held 104 shares of Western Alliance Bancorporation worth $8.55K as of Q2 2026.
  • LRI Investments bought 8 Western Alliance Bancorporation shares in Q2 2026, an estimated $632.
  • Western Alliance Bancorporation made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1002 holding.
  • LRI Investments first reported a position in Western Alliance Bancorporation in Q1 2024 and has held it in 5 quarters since.
  • LRI Investments's Western Alliance Bancorporation position peaked at $14.2K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.