Position in WAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,800,073
+$2,909,837 QoQ
Shares Held
192,215
+5.6% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#64
of 493 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $522,687,392 across 99 Banks - Regional names. WAL ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
642,044 | $158,084,073 | |
| 2 | USB |
US Bancorp \De\
|
947,565 | $57,232,926 | |
| 3 | TFC |
Truist Financial Corp
|
780,678 | $38,893,377 | |
| 4 | NU |
Nu Holdings Ltd.
|
2,668,282 | $35,648,247 | |
| 5 | MTB |
M&T Bank Corp
|
111,944 | $26,643,791 | |
| 6 | KEY |
Keycorp /New/
|
954,910 | $22,010,675 | |
| 7 | WAL |
Western Alliance Bancorporation
This page
|
192,215 | $15,800,073 | |
| 8 | FITB |
Fifth Third Bancorp
|
251,123 | $14,155,803 |
All Filings in WAL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,800,073 | 192,215 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,890,236 | 181,937 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,603,728 | 185,604 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,582,835 | 168,160 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,229,166 | 118,353 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,602,405 | 98,951 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $8,277,143 | 99,080 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $8,144,849 | 94,171 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,251,532 | 195,026 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,180,534 | 96,285 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,343,718 | 66,024 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||