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Newbridge Financial Services Group’s Western Alliance Bancorporation WAL Stock Holding History

Newbridge Financial Services 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 		$3.61K Hold
51
– – ﹤0.01% 961
2025
Q4 		$4.29K Hold
51
– – ﹤0.01% 919
2025
Q3 		$4.42K Hold
51
– – ﹤0.01% 1038
2025
Q2 		$3.98K Hold
51
– – ﹤0.01% 1056
2025
Q1 		$3.92K Buy
+51
New +$4.28K ﹤0.01% 828
2021
Q3 		– Sell
-328
Closed -$30K – 1624
2021
Q2 		$30K Hold
328
– – 0.02% 647
2021
Q1 		$31K Buy
+328
New +$27.2K 0.02% 568

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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