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Root Financial Partners’s Western Alliance Bancorporation WAL Stock Holding History

Root Financial Partners’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 		– Sell
-369
Closed -$26.1K – 3145
2026
Q1 		$26.1K Buy
369
+39
+12% +$3.25K ﹤0.01% 1175
2025
Q4 		$27.7K Buy
330
+16
+5% +$1.3K ﹤0.01% 995
2025
Q3 		$27.2K Buy
+314
New +$26.6K ﹤0.01% 954

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Root Financial Partners's WAL Position: Q2 2026 in Review

Root Financial Partners sold out of Western Alliance Bancorporation (WAL) in Q2 2026, closing a stake of 369 shares — an estimated $26.1K sold.

Root Financial Partners first reported a position in WAL in Q3 2025 and held it in 3 quarters. The position peaked at $27.7K in Q4 2025. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Root Financial Partners reported no remaining Western Alliance Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 369 Western Alliance Bancorporation shares in Q2 2026, an estimated $26.1K.
  • Root Financial Partners first reported a position in Western Alliance Bancorporation in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Western Alliance Bancorporation position peaked at $27.7K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.