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Summit Trail Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Summit Trail Advisors’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 		$2.23M Buy
27,120
+9,444
+53% +$746K 0.03% 541
2026
Q1 		$1.25M Sell
17,676
-5,841
-25% -$487K 0.02% 827
2025
Q4 		$1.98M Buy
23,517
+8,528
+57% +$692K 0.03% 414
2025
Q3 		$1.3M Buy
+14,989
New +$1.27M 0.02% 681
2018
Q1 		– Sell
-147
Closed -$9K – 1639
2017
Q4 		$9K Buy
+147
New +$8.19K ﹤0.01% 1260

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

Summit Trail Advisors's WAL Position: Q2 2026 in Review

Summit Trail Advisors increased its Western Alliance Bancorporation (WAL) stake by 53% in Q2 2026, buying an estimated $746K and bringing the position to 27,120 shares worth $2.23M. The position accounts for 0.03% of the portfolio, ranked #541.

Summit Trail Advisors first reported a position in WAL in Q4 2017 and has held it in 5 quarters since. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Summit Trail Advisors held 27,120 shares of Western Alliance Bancorporation worth $2.23M as of Q2 2026.
  • Summit Trail Advisors bought 9,444 Western Alliance Bancorporation shares in Q2 2026, an estimated $746K.
  • Western Alliance Bancorporation made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #541 holding.
  • Summit Trail Advisors first reported a position in Western Alliance Bancorporation in Q4 2017 and has held it in 5 quarters since.
  • 495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.