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Principal Securities’s Western Alliance Bancorporation WAL Stock Holding History

Principal Securities’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
-649
Closed -$56.3K – 3470
2025
Q3 		$56.3K Buy
649
+14
+2% +$1.19K ﹤0.01% 1889
2025
Q2 		$49.5K Sell
635
-44
-6% -$3.16K ﹤0.01% 1883
2025
Q1 		$56.7K Hold
679
– – ﹤0.01% 1703
2024
Q4 		$56.7K Buy
679
+524
+338% +$46.1K ﹤0.01% 1703
2024
Q3 		$13.4K Buy
155
+55
+55% +$4.23K ﹤0.01% 2300
2024
Q2 		$6.28K Sell
100
-6
-6% -$363 ﹤0.01% 2564
2024
Q1 		$6.8K Sell
106
-67
-39% -$4.11K ﹤0.01% 2492
2023
Q4 		$11.4K Buy
+173
New +$8.73K ﹤0.01% 2179

Other funds holding WAL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return