James T. Borello RIA’s Western Alliance Bancorporation WAL Stock Holding History

James T. Borello RIA’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 Q3	$751	Sell	10 -6	-38%	-$482	﹤0.01%	1013
2026 Q2	$1.32K	Sell	16 -8	-33%	-$632	﹤0.01%	998
2026 Q1	$1.7K	Buy	24 +14	+140%	+$1.17K	﹤0.01%	940
2025 Q4	$841	Buy	10 +5	+100%	+$406	﹤0.01%	887
2025 Q3	$434	Buy	+5	New	+$424	﹤0.01%	890

Other funds holding WAL

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

James T. Borello RIA's WAL Position: Q3 2026 in Review

James T. Borello RIA reduced its Western Alliance Bancorporation (WAL) stake by 38% in Q3 2026, selling an estimated $482 and leaving 10 shares worth $751. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

James T. Borello RIA first reported a position in WAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.7K in Q1 2026. 58 funds tracked by Wall St. Rank hold WAL as of Q3 2026.

James T. Borello RIA held 10 shares of Western Alliance Bancorporation worth $751 as of Q3 2026.
James T. Borello RIA sold 6 Western Alliance Bancorporation shares in Q3 2026, an estimated $482.
Western Alliance Bancorporation made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1013 holding.
James T. Borello RIA first reported a position in Western Alliance Bancorporation in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's Western Alliance Bancorporation position peaked at $1.7K in Q1 2026.
58 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.