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

Private Wealth Management Group’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 		$2.13K Sell
30
-16
-35% -$1.33K ﹤0.01% 1071
2025
Q4 		$3.87K Hold
46
– – ﹤0.01% 877
2025
Q3 		$3.99K Hold
46
– – ﹤0.01% 882
2025
Q2 		$3.59K Hold
46
– – ﹤0.01% 889
2025
Q1 		$3.54K Hold
46
– – ﹤0.01% 859
2024
Q4 		$3.84K Hold
46
– – ﹤0.01% 852
2024
Q3 		$3.98K Hold
46
– – ﹤0.01% 817
2024
Q2 		$2.89K Hold
46
– – ﹤0.01% 925
2024
Q1 		$2.95K Hold
46
– – ﹤0.01% 817
2023
Q4 		$3.03K Buy
+46
New +$2.32K ﹤0.01% 802

Other funds holding WAL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return