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WFA of San Diego’s Western Alliance Bancorporation WAL Stock Holding History

WFA of San Diego’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
-1,000
Closed -$70.8K – 377
2026
Q1 		$70.8K Hold
1,000
– – 0.06% 155
2025
Q4 		$84.1K Hold
1,000
– – 0.06% 146
2025
Q3 		$86.7K Hold
1,000
– – 0.06% 152
2025
Q2 		$78K Buy
+1,000
New +$71.9K 0.06% 164
2024
Q3 		$86.5K Hold
1,000
– – 0.07% 136
2024
Q2 		$62.8K Buy
+1,000
New +$60.5K 0.06% 158
2023
Q3 		$138K Hold
3,000
– – 0.14% 93
2023
Q2 		$109K Buy
+3,000
New +$104K 0.11% 106

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

WFA of San Diego's WAL Position: Q2 2026 in Review

WFA of San Diego sold out of Western Alliance Bancorporation (WAL) in Q2 2026, closing a stake of 1,000 shares — an estimated $70.8K sold.

WFA of San Diego first reported a position in WAL in Q2 2023 and held it in 8 quarters. The position peaked at $138K in Q3 2023. 495 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • WFA of San Diego reported no remaining Western Alliance Bancorporation position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 1,000 Western Alliance Bancorporation shares in Q2 2026, an estimated $70.8K.
  • WFA of San Diego first reported a position in Western Alliance Bancorporation in Q2 2023 and held it in 8 quarters.
  • WFA of San Diego's Western Alliance Bancorporation position peaked at $138K in Q3 2023.
  • 495 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.