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SageView Advisory Group’s Western Alliance Bancorporation WAL Stock Holding History

SageView Advisory 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 		– Sell
-194
Closed -$16.3K – 2409
2025
Q4 		$16.3K Buy
+194
New +$15.8K ﹤0.01% 1530

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 $3.37T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SageView Advisory Group's WAL Position: Q1 2026 in Review

SageView Advisory Group sold out of Western Alliance Bancorporation (WAL) in Q1 2026, closing a stake of 194 shares — an estimated $16.3K sold.

SageView Advisory Group first reported a position in WAL in Q4 2025 and held it in 1 quarter. The position peaked at $16.3K in Q4 2025. 449 funds tracked by Wall St. Rank hold WAL as of Q1 2026.

  • SageView Advisory Group reported no remaining Western Alliance Bancorporation position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 194 Western Alliance Bancorporation shares in Q1 2026, an estimated $16.3K.
  • SageView Advisory Group first reported a position in Western Alliance Bancorporation in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Western Alliance Bancorporation position peaked at $16.3K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.