Oliver Luxxe Assets’s Western Alliance Bancorporation WAL Stock Holding History

Oliver Luxxe Assets’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	–	Sell	-32,183	Closed	-$2.79M	–	210
2025 Q3	$2.79M	Sell	32,183 -19,740	-38%	-$1.67M	0.44%	78
2025 Q2	$4.05M	Buy	51,923 +837	+2%	+$60.1K	0.72%	53
2025 Q1	$3.92M	Buy	51,086 +3,277	+7%	+$275K	0.73%	54
2024 Q4	$4.14M	Hold	47,809	–	–	0.75%	51
2024 Q3	$4.14M	Buy	47,809 +12,776	+36%	+$983K	0.74%	52
2024 Q2	$2.2M	Buy	35,033 +581	+2%	+$35.1K	0.47%	67
2024 Q1	$2.21M	Sell	34,452 -14,567	-30%	-$894K	0.46%	68
2023 Q4	$3.22M	Buy	49,019 +1,861	+4%	+$93.9K	0.76%	49
2023 Q3	$2.17M	Buy	+47,158	New	+$2.23M	0.56%	61

Other funds holding WAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Oliver Luxxe Assets's WAL Position: Q4 2025 in Review

Oliver Luxxe Assets sold out of Western Alliance Bancorporation (WAL) in Q4 2025, closing a stake of 32,183 shares — an estimated $2.79M sold.

Oliver Luxxe Assets first reported a position in WAL in Q3 2023 and held it in 9 quarters. The position peaked at $4.14M in Q4 2024. 442 funds tracked by Wall St. Rank hold WAL as of Q4 2025.

Oliver Luxxe Assets reported no remaining Western Alliance Bancorporation position as of Q4 2025 after selling out during the quarter.
Oliver Luxxe Assets sold 32,183 Western Alliance Bancorporation shares in Q4 2025, an estimated $2.79M.
Oliver Luxxe Assets first reported a position in Western Alliance Bancorporation in Q3 2023 and held it in 9 quarters.
Oliver Luxxe Assets's Western Alliance Bancorporation position peaked at $4.14M in Q4 2024.
442 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2025.

Based on Oliver Luxxe Assets's 13F filing for Q4 2025, filed 8 Jan 2026.