Position in WAL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,890,236
-$2,713,492 QoQ
Shares Held
181,937
-2.0% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 59.95207132139148.ToString("F0")%
Shared 0.ToString("F0")%
None 40.04792867860853.ToString("F0")%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $575,968,336 across 98 Banks - Regional names. WAL ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,080,398 | $224,820,019 | |
| 2 | TFC |
Truist Financial Corp
|
973,960 | $44,772,941 | |
| 3 | USB |
US Bancorp De
|
810,820 | $42,170,748 | |
| 4 | NU |
Nu Holdings Ltd.
|
2,856,528 | $41,048,307 | |
| 5 | FITB |
Fifth Third Bancorp
|
653,831 | $30,376,988 | |
| 6 | KEY |
Keycorp /New/
|
1,139,964 | $22,856,278 | |
| 7 | WAL |
Western Alliance Bancorporation
This page
|
181,937 | $12,890,236 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
201,494 | $12,083,595 |
All Filings in WAL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-05-29 | |
| 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. | ||||||