Wealth Enhancement Advisory Services
WAL icon

Wealth Enhancement Advisory Services’s Western Alliance Bancorporation WAL Stock Holding History

Wealth Enhancement Advisory Services’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
2023
Q4 		– Sell
-1,500
Closed -$496 – 2444
2023
Q3 		$496 Buy
+1,500
New +$70.8K ﹤0.01% 2249

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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 $3.38T AUM 44.17% 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

Wealth Enhancement Advisory Services's WAL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Western Alliance Bancorporation (WAL) stake by 530% in Q2 2026, buying an estimated $6.18M and bringing the position to 93,085 shares worth $6.26M. The position accounts for 0.01% of the portfolio, ranked #881.

Wealth Enhancement Advisory Services first reported a position in WAL in Q3 2023 and has held it in 9 quarters since. 497 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 93,085 shares of Western Alliance Bancorporation worth $6.26M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 78,312 Western Alliance Bancorporation shares in Q2 2026, an estimated $6.18M.
  • Western Alliance Bancorporation made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #881 holding.
  • Wealth Enhancement Advisory Services first reported a position in Western Alliance Bancorporation in Q3 2023 and has held it in 9 quarters since.
  • 497 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.