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Mather Group’s Western Alliance Bancorporation WAL Stock Holding History

Mather Group’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 		$10.7K Buy
+151
New +$12.6K ﹤0.01% 1437
2025
Q4 		– Sell
-162
Closed -$14K – 1638
2025
Q3 		$14K Buy
+162
New +$13.7K ﹤0.01% 1198
2025
Q2 		– Sell
-309
Closed -$23.7K – 1707
2025
Q1 		$23.7K Sell
309
-84
-21% -$7.06K ﹤0.01% 1057
2024
Q4 		$32.8K Buy
393
+3
+0.8% +$264 ﹤0.01% 962
2024
Q3 		$33.7K Buy
390
+2
+0.5% +$154 ﹤0.01% 955
2024
Q2 		$24.9K Buy
388
+98
+34% +$5.93K ﹤0.01% 1214
2024
Q1 		$19.1K Buy
+290
New +$17.8K ﹤0.01% 1073

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