Principia Wealth Advisory’s Western Alliance Bancorporation WAL Stock Holding History

Principia Wealth Advisory’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	$1.07K	Sell	13 -2	-13%	-$158	﹤0.01%	748
2026 Q1	$1.06K	Buy	15 +5	+50%	+$417	﹤0.01%	694
2025 Q4	$841	Hold	10	–	–	﹤0.01%	720
2025 Q3	$867	Hold	10	–	–	﹤0.01%	688
2025 Q2	$780	Sell	10 -2	-17%	-$144	﹤0.01%	635
2025 Q1	$822	Buy	12 +2	+20%	+$168	﹤0.01%	442
2024 Q4	$835	Buy	+10	New	+$880	﹤0.01%	406

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Principia Wealth Advisory's WAL Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Western Alliance Bancorporation (WAL) stake by 13% in Q2 2026, selling an estimated $158 and leaving 13 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Principia Wealth Advisory first reported a position in WAL in Q4 2024 and has held it in 7 quarters since. 497 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

Principia Wealth Advisory held 13 shares of Western Alliance Bancorporation worth $1.07K as of Q2 2026.
Principia Wealth Advisory sold 2 Western Alliance Bancorporation shares in Q2 2026, an estimated $158.
Western Alliance Bancorporation made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #748 holding.
Principia Wealth Advisory first reported a position in Western Alliance Bancorporation in Q4 2024 and has held it in 7 quarters since.
497 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.