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Spire Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Spire Wealth 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
Q4 		– Sell
-100
Closed -$8.67K – 2489
2025
Q3 		$8.67K Buy
+100
New +$8.47K ﹤0.01% 1800
2022
Q4 		– Sell
-25
Closed -$2K – 2412
2022
Q3 		$2K Sell
25
-250
-91% -$18.9K ﹤0.01% 2005
2022
Q2 		$19K Buy
+275
New +$21K ﹤0.01% 1705
2022
Q1 		– Sell
-35
Closed -$4K – 2898
2021
Q4 		$4K Buy
+35
New +$3.94K ﹤0.01% 2654
2021
Q2 		– Sell
-35
Closed -$3K – 2988
2021
Q1 		$3K Buy
+35
New +$2.9K ﹤0.01% 2784

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Spire Wealth Management's WAL Position: Q4 2025 in Review

Spire Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q4 2025, closing a stake of 100 shares — an estimated $8.67K sold.

Spire Wealth Management first reported a position in WAL in Q1 2021 and held it in 5 quarters. The position peaked at $19K in Q2 2022. 442 funds tracked by Wall St. Rank hold WAL as of Q4 2025.

  • Spire Wealth Management reported no remaining Western Alliance Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 100 Western Alliance Bancorporation shares in Q4 2025, an estimated $8.67K.
  • Spire Wealth Management first reported a position in Western Alliance Bancorporation in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Western Alliance Bancorporation position peaked at $19K in Q2 2022.
  • 442 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.