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

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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. 226 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.
  • 226 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.