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Mount Yale Investment Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-21
Closed -$1.64K – 1593
2025
Q2 		$1.64K Buy
+21
New +$1.51K ﹤0.01% 1356
2021
Q2 		– Sell
-4,005
Closed -$378K – 454
2021
Q1 		$378K Sell
4,005
-1,519
-27% -$126K 0.05% 287
2020
Q4 		$331K Buy
+5,524
New +$269K 0.05% 287
2020
Q3 		– Sell
-6,587
Closed -$249K – 379
2020
Q2 		$249K Sell
6,587
-254
-4% -$8.89K 0.04% 279
2020
Q1 		$209K Buy
6,841
+592
+9% +$28.3K 0.05% 267
2019
Q4 		$345K Buy
6,249
+21
+0.3% +$1.07K 0.06% 263
2019
Q3 		$325K Sell
6,228
-261
-4% -$11.8K 0.06% 260
2019
Q2 		$288K Buy
+6,489
New +$290K 0.05% 269
2018
Q4 		– Sell
-2,450
Closed -$121K – 781
2018
Q3 		$121K Buy
2,450
+18
+0.7% +$1.04K 0.02% 383
2018
Q2 		$138K Sell
2,432
-1,093
-31% -$65.5K 0.03% 371
2018
Q1 		$205K Buy
+3,525
New +$209K 0.04% 287

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Mount Yale Investment Advisors's WAL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Western Alliance Bancorporation (WAL) in Q3 2025, closing a stake of 21 shares — an estimated $1.64K sold.

Mount Yale Investment Advisors first reported a position in WAL in Q1 2018 and held it in 11 quarters. The position peaked at $378K in Q1 2021. 441 funds tracked by Wall St. Rank hold WAL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Western Alliance Bancorporation position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 21 Western Alliance Bancorporation shares in Q3 2025, an estimated $1.64K.
  • Mount Yale Investment Advisors first reported a position in Western Alliance Bancorporation in Q1 2018 and held it in 11 quarters.
  • Mount Yale Investment Advisors's Western Alliance Bancorporation position peaked at $378K in Q1 2021.
  • 441 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.