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Steward Financial Group’s Western Alliance Bancorporation WAL Stock Holding History

Steward Financial 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
2023
Q3 		$4K Buy
+96
New +$4.53K ﹤0.01% 772
2022
Q3 		– Sell
-73
Closed -$5K – 1304
2022
Q2 		$5K Buy
+73
New +$5.58K ﹤0.01% 353

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Financial Group's WAL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Western Alliance Bancorporation (WAL) in Q3 2023: 96 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WAL as recently as Q2 2022.

Steward Financial Group first reported a position in WAL in Q2 2022 and has held it in 2 quarters since. The position peaked at $5K in Q2 2022. 337 funds tracked by Wall St. Rank hold WAL as of Q3 2023.

  • Steward Financial Group held 96 shares of Western Alliance Bancorporation worth $4K as of Q3 2023.
  • Western Alliance Bancorporation was a new Steward Financial Group position in Q3 2023.
  • Western Alliance Bancorporation made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #772 holding.
  • Steward Financial Group first reported a position in Western Alliance Bancorporation in Q2 2022 and has held it in 2 quarters since.
  • Steward Financial Group's Western Alliance Bancorporation position peaked at $5K in Q2 2022.
  • 337 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.