Planning Strategies Inc.’s Western Alliance Bancorporation WAL Stock Holding History

Planning Strategies Inc.’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	$740	Buy	+9	New	+$711	﹤0.01%	793

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

Planning Strategies Inc.'s WAL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Western Alliance Bancorporation (WAL) in Q2 2026: 9 shares worth $740. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings.

128 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

Planning Strategies Inc. held 9 shares of Western Alliance Bancorporation worth $740 as of Q2 2026.
Western Alliance Bancorporation was a new Planning Strategies Inc. position in Q2 2026.
Western Alliance Bancorporation made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #793 holding.
128 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.