TPWA
WAL icon

Twin Peaks Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Twin Peaks Wealth 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 		– Sell
-12
Closed -$850 – 2185
2026
Q1 		$850 Buy
+12
New +$1K ﹤0.01% 1938
2025
Q3 		– Sell
-13
Closed -$1.07K – 2111
2025
Q2 		$1.07K Buy
+13
New +$934 ﹤0.01% 1757

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

Twin Peaks Wealth Advisors's WAL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Western Alliance Bancorporation (WAL) in Q2 2026, closing a stake of 12 shares — an estimated $850 sold.

Twin Peaks Wealth Advisors first reported a position in WAL in Q2 2025 and held it in 2 quarters. The position peaked at $1.07K in Q2 2025. 497 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Western Alliance Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 12 Western Alliance Bancorporation shares in Q2 2026, an estimated $850.
  • Twin Peaks Wealth Advisors first reported a position in Western Alliance Bancorporation in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Western Alliance Bancorporation position peaked at $1.07K in Q2 2025.
  • 497 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.