SAM
WAL icon

Shell Asset Management’s Western Alliance Bancorporation WAL Stock Holding History

Shell 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
2025
Q3 		$228K Sell
2,632
-3,620
-58% -$307K 0.02% 450
2025
Q2 		$488K Sell
6,252
-1,114
-15% -$80.1K 0.02% 498
2025
Q1 		$566K Sell
7,366
-356
-5% -$29.9K 0.03% 423
2024
Q4 		$645K Sell
7,722
-10
-0.1% -$880 0.03% 409
2024
Q3 		$669K Buy
+7,732
New +$595K 0.03% 406
2024
Q1 		$495K Sell
7,878
-785
-9% -$48.2K 0.02% 472
2023
Q4 		$570K Sell
8,663
-2,600
-23% -$131K 0.03% 468
2023
Q3 		$518K Buy
11,263
+4,505
+67% +$213K 0.02% 554
2023
Q2 		$246K Sell
6,758
-39
-0.6% -$1.35K 0.01% 848
2023
Q1 		$242K Sell
6,797
-24
-0.4% -$1.47K 0.01% 865
2022
Q4 		$406K Sell
6,821
-1,464
-18% -$94.8K 0.02% 639
2022
Q3 		$545K Sell
8,285
-2,172
-21% -$165K 0.02% 534
2022
Q2 		$738K Buy
10,457
+15
+0.1% +$1.15K 0.02% 520
2022
Q1 		$865K Sell
10,442
-1,546
-13% -$151K 0.02% 534
2021
Q4 		$1.29M Buy
11,988
+56
+0.5% +$6.3K 0.03% 463
2021
Q3 		$1.3M Sell
11,932
-520
-4% -$50.6K 0.03% 426
2021
Q2 		$1.16M Buy
12,452
+670
+6% +$66.4K 0.02% 508
2021
Q1 		$1.11M Sell
11,782
-70
-0.6% -$5.8K 0.02% 497
2020
Q4 		$711K Hold
11,852
– – 0.01% 624
2020
Q3 		$375K Hold
11,852
– – 0.01% 803
2020
Q2 		$449K Sell
11,852
-152
-1% -$5.32K 0.01% 707
2020
Q1 		$367K Sell
12,004
-183
-2% -$8.75K 0.01% 796
2019
Q4 		$695K Sell
12,187
-286
-2% -$14.6K 0.02% 719
2019
Q3 		$575K Sell
12,473
-107
-0.9% -$4.83K 0.01% 827
2019
Q2 		$563K Sell
12,580
-287
-2% -$12.8K 0.01% 866
2019
Q1 		$528K Buy
+12,867
New +$567K 0.01% 889

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Shell Asset Management's WAL Position: Q3 2025 in Review

Shell Asset Management reduced its Western Alliance Bancorporation (WAL) stake by 58% in Q3 2025, selling an estimated $307K and leaving 2,632 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #450.

Shell Asset Management first reported a position in WAL in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.3M in Q3 2021. 440 funds tracked by Wall St. Rank hold WAL as of Q3 2025.

  • Shell Asset Management held 2,632 shares of Western Alliance Bancorporation worth $228K as of Q3 2025.
  • Shell Asset Management sold 3,620 Western Alliance Bancorporation shares in Q3 2025, an estimated $307K.
  • Western Alliance Bancorporation made up 0.02% of Shell Asset Management's portfolio in Q3 2025, its #450 holding.
  • Shell Asset Management first reported a position in Western Alliance Bancorporation in Q1 2019 and has held it in 26 quarters since.
  • Shell Asset Management's Western Alliance Bancorporation position peaked at $1.3M in Q3 2021.
  • 440 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.