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O'Shaughnessy Asset Management’s Western Alliance Bancorporation WAL Stock Holding History

O'Shaughnessy Asset 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
2026
Q2 		$392K Sell
4,766
-4,330
-48% -$342K ﹤0.01% 1710
2026
Q1 		$644K Sell
9,096
-4,779
-34% -$398K ﹤0.01% 1404
2025
Q4 		$1.17M Sell
13,875
-9,076
-40% -$737K 0.01% 1076
2025
Q3 		$1.99M Buy
22,951
+12,456
+119% +$1.06M 0.01% 831
2025
Q2 		$818K Buy
10,495
+26
+0.2% +$1.87K 0.01% 1137
2025
Q1 		$804K Sell
10,469
-496
-5% -$41.7K 0.01% 1090
2024
Q4 		$916K Buy
10,965
+1,393
+15% +$123K 0.01% 997
2024
Q3 		$850K Buy
9,572
+5,236
+121% +$403K 0.01% 965
2024
Q2 		$272K Buy
4,336
+954
+28% +$57.7K ﹤0.01% 1410
2024
Q1 		$217K Buy
+3,382
New +$208K ﹤0.01% 1473
2023
Q1 		– Sell
-3,816
Closed -$227K – 1542
2022
Q4 		$227K Sell
3,816
-793
-17% -$51.4K ﹤0.01% 1072
2022
Q3 		$303K Buy
+4,609
New +$349K 0.01% 928
2021
Q4 		– Sell
-1,023
Closed -$111K – 2478
2021
Q3 		$111K Buy
1,023
+982
+2,395% +$95.6K ﹤0.01% 1329
2021
Q2 		$4K Buy
41
+29
+242% +$2.87K ﹤0.01% 2214
2021
Q1 		$1K Buy
+12
New +$994 ﹤0.01% 2287
2015
Q1 		– Sell
-13,098
Closed -$362K – 1139
2014
Q4 		$362K Sell
13,098
-37,794
-74% -$975K 0.01% 444
2014
Q3 		$1.21M Sell
50,892
-93,793
-65% -$2.22M 0.02% 309
2014
Q2 		$3.44M Sell
144,685
-47,329
-25% -$1.11M 0.06% 196
2014
Q1 		$4.71M Sell
192,014
-11,530
-6% -$267K 0.09% 157
2013
Q4 		$4.84M Buy
203,544
+23,010
+13% +$502K 0.1% 151
2013
Q3 		$3.41M Buy
180,534
+17,650
+11% +$308K 0.08% 173
2013
Q2 		$2.59M Buy
+162,884
New +$2.36M 0.07% 199

Other funds holding WAL

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

O'Shaughnessy Asset Management's WAL Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Western Alliance Bancorporation (WAL) stake by 48% in Q2 2026, selling an estimated $342K and leaving 4,766 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

O'Shaughnessy Asset Management first reported a position in WAL in Q2 2013 and has held it in 22 quarters since. The position peaked at $4.84M in Q4 2013. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • O'Shaughnessy Asset Management held 4,766 shares of Western Alliance Bancorporation worth $392K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 4,330 Western Alliance Bancorporation shares in Q2 2026, an estimated $342K.
  • Western Alliance Bancorporation made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1710 holding.
  • O'Shaughnessy Asset Management first reported a position in Western Alliance Bancorporation in Q2 2013 and has held it in 22 quarters since.
  • O'Shaughnessy Asset Management's Western Alliance Bancorporation position peaked at $4.84M in Q4 2013.
  • 495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.