Pathstone Holdings
WAL icon

Pathstone Holdings’s Western Alliance Bancorporation WAL Stock Holding History

Pathstone Holdings’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 		$692K Sell
9,769
-1,374
-12% -$115K ﹤0.01% 1597
2025
Q4 		$937K Sell
11,143
-366
-3% -$29.7K ﹤0.01% 1446
2025
Q3 		$998K Buy
11,509
+1,463
+15% +$124K ﹤0.01% 1428
2025
Q2 		$783K Sell
10,046
-1,977
-16% -$142K ﹤0.01% 1513
2025
Q1 		$926K Sell
12,023
-3,934
-25% -$330K ﹤0.01% 1421
2024
Q4 		$1.33M Sell
15,957
-5,744
-26% -$505K 0.01% 1197
2024
Q3 		$1.88M Buy
21,701
+2,509
+13% +$193K 0.01% 1009
2024
Q2 		$1.21M Buy
19,192
+1,185
+7% +$71.7K 0.01% 1211
2024
Q1 		$1.16M Buy
18,007
+1,887
+12% +$116K 0.01% 1197
2023
Q4 		$1.06M Buy
+16,120
New +$813K 0.01% 1050

Other funds holding WAL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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