Trivant Custom Portfolio Group’s Western Alliance Bancorporation WAL Stock Holding History

Trivant Custom Portfolio 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
2025 Q2	–	Sell	-155	Closed	-$11.9K	–	210
2025 Q1	$11.9K	Hold	155	–	–	0.01%	147
2024 Q4	$12.9K	Buy	+155	New	+$13.6K	0.01%	139
2023 Q4	–	Sell	-43,311	Closed	-$1.99M	–	219
2023 Q3	$1.99M	Sell	43,311 -4,020	-8%	-$190K	1.46%	33
2023 Q2	$1.73M	Buy	47,331 +10,634	+29%	+$369K	1.22%	36
2023 Q1	$1.3M	Buy	+36,697	New	+$2.25M	0.93%	39

Other funds holding WAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Trivant Custom Portfolio Group's WAL Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Western Alliance Bancorporation (WAL) in Q2 2025, closing a stake of 155 shares — an estimated $11.9K sold.

Trivant Custom Portfolio Group first reported a position in WAL in Q1 2023 and held it in 5 quarters. The position peaked at $1.99M in Q3 2023. 440 funds tracked by Wall St. Rank hold WAL as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining Western Alliance Bancorporation position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 155 Western Alliance Bancorporation shares in Q2 2025, an estimated $11.9K.
Trivant Custom Portfolio Group first reported a position in Western Alliance Bancorporation in Q1 2023 and held it in 5 quarters.
Trivant Custom Portfolio Group's Western Alliance Bancorporation position peaked at $1.99M in Q3 2023.
440 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.