Merit Financial Group
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Merit Financial Group’s Western Alliance Bancorporation WAL Stock Holding History

Merit Financial 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
Q3 		$1.01M Sell
13,441
-5,152
-28% -$414K 0.01% 1142
2026
Q2 		$1.53M Buy
+18,593
New +$1.47M 0.01% 866

Other funds holding WAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Merit Financial Group's WAL Position: Q3 2026 in Review

Merit Financial Group reduced its Western Alliance Bancorporation (WAL) stake by 28% in Q3 2026, selling an estimated $414K and leaving 13,441 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1142.

Merit Financial Group first reported a position in WAL in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.53M in Q2 2026. 289 funds tracked by Wall St. Rank hold WAL as of Q3 2026.

  • Merit Financial Group held 13,441 shares of Western Alliance Bancorporation worth $1.01M as of Q3 2026.
  • Merit Financial Group sold 5,152 Western Alliance Bancorporation shares in Q3 2026, an estimated $414K.
  • Western Alliance Bancorporation made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1142 holding.
  • Merit Financial Group first reported a position in Western Alliance Bancorporation in Q2 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Western Alliance Bancorporation position peaked at $1.53M in Q2 2026.
  • 289 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.