True Wealth Design’s Western Alliance Bancorporation WAL Stock Holding History

True Wealth Design’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	$71.9K	Buy	875 +807	+1,187%	+$63.7K	0.02%	362
2026 Q1	$4.82K	Buy	+68	New	+$5.67K	﹤0.01%	1227
2025 Q4	–	Sell	-2	Closed	-$174	–	2840
2025 Q3	$174	Hold	2	–	–	﹤0.01%	2336
2025 Q2	$156	Sell	2 -4	-67%	-$287	﹤0.01%	2136
2025 Q1	$461	Buy	+6	New	+$504	﹤0.01%	1570
2024 Q4	–	Sell	-123	Closed	-$10.6K	–	1527
2024 Q3	$10.6K	Sell	123 -14,334	-99%	-$1.1M	﹤0.01%	410
2024 Q2	$908K	Buy	+14,457	New	+$874K	0.22%	46

Other funds holding WAL

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

True Wealth Design's WAL Position: Q2 2026 in Review

True Wealth Design increased its Western Alliance Bancorporation (WAL) stake by 1,187% in Q2 2026, buying an estimated $63.7K and bringing the position to 875 shares worth $71.9K. The position accounts for 0.02% of the portfolio, ranked #362.

True Wealth Design first reported a position in WAL in Q2 2024 and has held it in 7 quarters since. The position peaked at $908K in Q2 2024. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

True Wealth Design held 875 shares of Western Alliance Bancorporation worth $71.9K as of Q2 2026.
True Wealth Design bought 807 Western Alliance Bancorporation shares in Q2 2026, an estimated $63.7K.
Western Alliance Bancorporation made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #362 holding.
True Wealth Design first reported a position in Western Alliance Bancorporation in Q2 2024 and has held it in 7 quarters since.
True Wealth Design's Western Alliance Bancorporation position peaked at $908K in Q2 2024.
495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.