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Meritage Portfolio Management’s Western Alliance Bancorporation WAL Stock Holding History

Meritage Portfolio 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
2025
Q4 		$389K Sell
4,622
-1,019
-18% -$82.7K 0.03% 247
2025
Q3 		$489K Sell
5,641
-3,019
-35% -$256K 0.03% 231
2025
Q2 		$675K Buy
8,660
+361
+4% +$25.9K 0.04% 220
2025
Q1 		$638K Sell
8,299
-346
-4% -$29.1K 0.04% 221
2024
Q4 		$722K Buy
8,645
+943
+12% +$83K 0.04% 217
2024
Q3 		$666K Buy
7,702
+662
+9% +$50.9K 0.04% 230
2024
Q2 		$442K Sell
7,040
-4
-0.1% -$242 0.03% 250
2024
Q1 		$452K Buy
+7,044
New +$432K 0.03% 257
2022
Q1 		– Sell
-2,840
Closed -$306K – 388
2021
Q4 		$306K Buy
2,840
+140
+5% +$15.8K 0.02% 259
2021
Q3 		$294K Buy
2,700
+17
+0.6% +$1.66K 0.02% 248
2021
Q2 		$249K Buy
2,683
+470
+21% +$46.6K 0.02% 275
2021
Q1 		$209K Buy
+2,213
New +$183K 0.01% 272

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Meritage Portfolio Management's WAL Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Western Alliance Bancorporation (WAL) stake by 18% in Q4 2025, selling an estimated $82.7K and leaving 4,622 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #247.

Meritage Portfolio Management first reported a position in WAL in Q1 2021 and has held it in 12 quarters since. The position peaked at $722K in Q4 2024. 442 funds tracked by Wall St. Rank hold WAL as of Q4 2025.

  • Meritage Portfolio Management held 4,622 shares of Western Alliance Bancorporation worth $389K as of Q4 2025.
  • Meritage Portfolio Management sold 1,019 Western Alliance Bancorporation shares in Q4 2025, an estimated $82.7K.
  • Western Alliance Bancorporation made up 0.03% of Meritage Portfolio Management's portfolio in Q4 2025, its #247 holding.
  • Meritage Portfolio Management first reported a position in Western Alliance Bancorporation in Q1 2021 and has held it in 12 quarters since.
  • Meritage Portfolio Management's Western Alliance Bancorporation position peaked at $722K in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.