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Private Wealth Asset Management’s Western Alliance Bancorporation WAL Stock Holding History

Private Wealth Asset Management’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 		– Sell
-2
Closed -$168 – 1141
2025
Q4 		$168 Hold
2
– – ﹤0.01% 1022
2025
Q3 		$173 Hold
2
– – ﹤0.01% 1014
2025
Q2 		$156 Sell
2
-11
-85% -$790 ﹤0.01% 1025
2025
Q1 		$999 Buy
+13
New +$1.09K ﹤0.01% 889

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Wealth Asset Management's WAL Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Western Alliance Bancorporation (WAL) in Q1 2026, closing a stake of 2 shares — an estimated $168 sold.

Private Wealth Asset Management first reported a position in WAL in Q1 2025 and held it in 4 quarters. The position peaked at $999 in Q1 2025. 449 funds tracked by Wall St. Rank hold WAL as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Western Alliance Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 Western Alliance Bancorporation shares in Q1 2026, an estimated $168.
  • Private Wealth Asset Management first reported a position in Western Alliance Bancorporation in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Western Alliance Bancorporation position peaked at $999 in Q1 2025.
  • 449 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.