Planning Strategies’s Western Alliance Bancorporation WAL Stock Holding History

Planning Strategies’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	$740	Buy	+9	New	+$711	﹤0.01%	793

Other funds holding WAL

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Planning Strategies's WAL Position: Q2 2026 in Review

Planning Strategies opened a new position in Western Alliance Bancorporation (WAL) in Q2 2026: 9 shares worth $740. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings.

464 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

Planning Strategies held 9 shares of Western Alliance Bancorporation worth $740 as of Q2 2026.
Western Alliance Bancorporation was a new Planning Strategies position in Q2 2026.
Western Alliance Bancorporation made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #793 holding.
464 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.