Weatherly Asset Management’s Western Alliance Bancorporation WAL Stock Holding History

Weatherly Asset Management’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	$297K	Hold	3,615	–	–	0.02%	165
2026 Q1	$256K	Hold	3,615	–	–	0.02%	171
2025 Q4	$304K	Hold	3,615	–	–	0.02%	160
2025 Q3	$313K	Hold	3,615	–	–	0.03%	152
2025 Q2	$282K	Hold	3,615	–	–	0.02%	159
2025 Q1	$278K	Hold	3,615	–	–	0.02%	160
2024 Q4	$302K	Hold	3,615	–	–	0.03%	152
2024 Q3	$313K	Hold	3,615	–	–	0.03%	153
2024 Q2	$227K	Hold	3,615	–	–	0.02%	157
2024 Q1	$232K	Hold	3,615	–	–	0.02%	163
2023 Q4	$238K	Buy	+3,615	New	+$182K	0.03%	161
2023 Q1	–	Sell	-4,055	Closed	-$242K	–	178
2022 Q4	$242K	Hold	4,055	–	–	0.03%	163
2022 Q3	$267K	Hold	4,055	–	–	0.04%	159
2022 Q2	$286K	Hold	4,055	–	–	0.04%	165
2022 Q1	$336K	Hold	4,055	–	–	0.04%	170
2021 Q4	$437K	Hold	4,055	–	–	0.05%	152
2021 Q3	$441K	Hold	4,055	–	–	0.05%	150
2021 Q2	$377K	Hold	4,055	–	–	0.05%	154
2021 Q1	$383K	Hold	4,055	–	–	0.05%	151
2020 Q4	$243K	Buy	+4,055	New	+$197K	0.03%	169
2020 Q1	–	Sell	-5,780	Closed	-$329K	–	181
2019 Q4	$329K	Sell	5,780 -1,175	-17%	-$60K	0.06%	152
2019 Q3	$320K	Hold	6,955	–	–	0.07%	151
2019 Q2	$311K	Hold	6,955	–	–	0.06%	161
2019 Q1	$285K	Hold	6,955	–	–	0.06%	162
2018 Q4	$275K	Sell	6,955 -1,000	-13%	-$47.3K	0.07%	156
2018 Q3	$453K	Sell	7,955 -1,000	-11%	-$57.6K	0.09%	142
2018 Q2	$507K	Hold	8,955	–	–	0.12%	124
2018 Q1	$520K	Sell	8,955 -1,175	-12%	-$69.6K	0.12%	130
2017 Q4	$574K	Hold	10,130	–	–	0.14%	119
2017 Q3	$538K	Hold	10,130	–	–	0.14%	123
2017 Q2	$498K	Hold	10,130	–	–	0.14%	128
2017 Q1	$497K	Hold	10,130	–	–	0.15%	121
2016 Q4	$493K	Sell	10,130 -3,125	-24%	-$134K	0.16%	117
2016 Q3	$498K	Sell	13,255 -300	-2%	-$10.7K	0.17%	116
2016 Q2	$443K	Hold	13,555	–	–	0.15%	127
2016 Q1	$452K	Hold	13,555	–	–	0.16%	120
2015 Q4	$486K	Buy	+13,555	New	+$489K	0.17%	109
2014 Q3	–	Sell	-5,000	Closed	-$119K	–	186
2014 Q2	$119K	Buy	+5,000	New	+$117K	0.05%	190

Other funds holding WAL

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Weatherly Asset Management's WAL Position: Q2 2026 in Review

Weatherly Asset Management held its Western Alliance Bancorporation (WAL) position steady in Q2 2026 at 3,615 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #165.

Weatherly Asset Management first reported a position in WAL in Q2 2014 and has held it in 38 quarters since. The position peaked at $574K in Q4 2017. 132 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

Weatherly Asset Management held 3,615 shares of Western Alliance Bancorporation worth $297K as of Q2 2026.
Weatherly Asset Management left its Western Alliance Bancorporation share count unchanged in Q2 2026.
Western Alliance Bancorporation made up 0.02% of Weatherly Asset Management's portfolio in Q2 2026, its #165 holding.
Weatherly Asset Management first reported a position in Western Alliance Bancorporation in Q2 2014 and has held it in 38 quarters since.
Weatherly Asset Management's Western Alliance Bancorporation position peaked at $574K in Q4 2017.
132 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.