Toth Financial Advisory’s Western Alliance Bancorporation WAL Stock Holding History

Toth Financial Advisory’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 Q3	$15K	Sell	200 -84	-30%	-$6.74K	﹤0.01%	541
2026 Q2	$23.3K	Hold	284	–	–	﹤0.01%	488
2026 Q1	$20.1K	Hold	284	–	–	﹤0.01%	484
2025 Q4	$23.9K	Sell	284 -200	-41%	-$16.2K	﹤0.01%	459
2025 Q3	$42K	Hold	484	–	–	﹤0.01%	378
2025 Q2	$37.7K	Sell	484 -10,250	-95%	-$737K	﹤0.01%	348
2025 Q1	$825K	Hold	10,734	–	–	0.1%	136
2024 Q4	$897K	Hold	10,734	–	–	0.11%	128
2024 Q3	$928K	Buy	10,734 +10,250	+2,118%	+$789K	0.11%	128
2024 Q2	$30.4K	Hold	484	–	–	﹤0.01%	346
2024 Q1	$31.1K	Hold	484	–	–	﹤0.01%	345
2023 Q4	$31.8K	Hold	484	–	–	﹤0.01%	334
2023 Q3	$22.3K	Hold	484	–	–	﹤0.01%	356
2023 Q2	$17.7K	Hold	484	–	–	﹤0.01%	406
2023 Q1	$17.2K	Hold	484	–	–	﹤0.01%	402
2022 Q4	$28.8K	Hold	484	–	–	﹤0.01%	342
2022 Q3	$32K	Hold	484	–	–	0.01%	323
2022 Q2	$34K	Hold	484	–	–	0.01%	314
2022 Q1	$40K	Sell	484 -925	-66%	-$90.5K	0.01%	309
2021 Q4	$152K	Buy	1,409 +925	+191%	+$104K	0.02%	216
2021 Q3	$53K	Hold	484	–	–	0.01%	305
2021 Q2	$45K	Hold	484	–	–	0.01%	291
2021 Q1	$46K	Buy	484 +184	+61%	+$15.2K	0.01%	299
2020 Q4	$18K	Hold	300	–	–	﹤0.01%	360
2020 Q3	$9K	Hold	300	–	–	﹤0.01%	389
2020 Q2	$11K	Buy	+300	New	+$10.5K	﹤0.01%	349

Other funds holding WAL

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Toth Financial Advisory's WAL Position: Q3 2026 in Review

Toth Financial Advisory reduced its Western Alliance Bancorporation (WAL) stake by 30% in Q3 2026, selling an estimated $6.74K and leaving 200 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Toth Financial Advisory first reported a position in WAL in Q2 2020 and has held it in 26 quarters since. The position peaked at $928K in Q3 2024. 14 funds tracked by Wall St. Rank hold WAL as of Q3 2026.

Toth Financial Advisory held 200 shares of Western Alliance Bancorporation worth $15K as of Q3 2026.
Toth Financial Advisory sold 84 Western Alliance Bancorporation shares in Q3 2026, an estimated $6.74K.
Western Alliance Bancorporation made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #541 holding.
Toth Financial Advisory first reported a position in Western Alliance Bancorporation in Q2 2020 and has held it in 26 quarters since.
Toth Financial Advisory's Western Alliance Bancorporation position peaked at $928K in Q3 2024.
14 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.