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Pinnacle Wealth Planning Services’s Western Alliance Bancorporation WAL Stock Holding History

Pinnacle Wealth Planning Services’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 		$66.3K Sell
806
-1,761
-69% -$139K 0.01% 1096
2026
Q1 		$182K Sell
2,567
-65
-2% -$5.42K 0.02% 515
2025
Q4 		$221K Sell
2,632
-2
-0.1% -$162 0.02% 437
2025
Q3 		$228K Buy
+2,634
New +$223K 0.03% 412

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

Pinnacle Wealth Planning Services's WAL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Western Alliance Bancorporation (WAL) stake by 69% in Q2 2026, selling an estimated $139K and leaving 806 shares worth $66.3K. The position accounts for 0.01% of the portfolio, ranked #1096.

Pinnacle Wealth Planning Services first reported a position in WAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $228K in Q3 2025. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 806 shares of Western Alliance Bancorporation worth $66.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,761 Western Alliance Bancorporation shares in Q2 2026, an estimated $139K.
  • Western Alliance Bancorporation made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1096 holding.
  • Pinnacle Wealth Planning Services first reported a position in Western Alliance Bancorporation in Q3 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Western Alliance Bancorporation position peaked at $228K in Q3 2025.
  • 495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.